Featured 13F manager
Altimeter Capital Management, LP Brad Gerstner
Menlo Park, CA 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $9.8B
- 19 Positions
- 2026 Q2
- +72.5% QoQ
- Top 5 56.3%
Portfolio
top 5 56.3% · top 10 83.3%
- NVDA - Nvidia 19.2%
- CBRS - Cerebras Systems · CL A 16.2%
- META - Meta Platforms · CL A 7.8%
- TSM - Taiwan Semiconductor Mfg 6.9%
- CRWV - Coreweave · CL A 6.2%
- ARM 5.9%
- AMZN - Amazon 5.9%
- UBER - UBER Technologies 5.4%
- SNOW - Snowflake 5.0%
- MSFT - Microsoft 4.8%
- QCOM - Qualcomm 3.5%
- SPCX - Space Exploration Techn · CLASS A 3.1%
- Other 10.1%
AUM over time
Book
| SNOW - Snowflake · CL A | 50.97% | Hold | 21,037,333 | $302.43 | $6.4B |
| META - Meta Platforms · CL A | 10.21% | Hold | 3,753,400 | $339.39 | $1.3B |
| UBER - UBER Technologies | 8.79% | Hold | 24,500,000 | $44.80 | $1.1B |
| MSFT - Microsoft | 3.98% | Hold | 1,763,135 | $281.92 | $497M |
| PTON - Peloton Interactive · CL A | 3.94% | Hold | 5,650,000 | $87.05 | $492M |
| Opendoor Technologies | 2.20% | Hold | 13,400,000 | $20.53 | $275M |
| SHOP - Shopify · CL A | 2.17% | Hold | 200,000 | $1,356 | $271M |
| U - Unity Software | 2.12% | Hold | 2,098,175 | $126.25 | $265M |
| ZM - Zoom Video · CL A | 1.99% | Hold | 950,000 | $261.50 | $248M |
| CRWD - Crowdstrike Hlds · CL A | 1.91% | Hold | 970,000 | $245.78 | $238M |
| RBLX - Roblox · CL A | 1.72% | Hold | 2,850,000 | $75.55 | $215M |
| BABA - Alibaba Group | 1.37% | Hold | 1,152,000 | $148.05 | $171M |
| PATH - Uipath · CL A | 1.27% | Hold | 3,004,790 | $52.61 | $158M |
| Farfetch · CL A | 1.13% | Hold | 3,779,409 | $37.48 | $142M |
| OKTA - OKTA Inc · CL A | 1.00% | Hold | 525,000 | $237.34 | $125M |
| Confluent · CLASS A | 0.82% | Hold | 1,725,000 | $59.65 | $103M |
| SE - SEA | 0.77% | Hold | 300,000 | $318.73 | $96M |
| AMZN - Amazon | 0.66% | Hold | 25,045 | $3,285 | $82M |
| CPNG - Coupang · CL A | 0.59% | Hold | 2,642,857 | $27.85 | $74M |
| BMBL - Bumble · CL A | 0.42% | Hold | 1,050,000 | $49.98 | $52M |
| PDD - Pinduoduo | 0.42% | Hold | 572,000 | $90.67 | $52M |
| Qualtrics Intl · CL A | 0.34% | Hold | 1,000,000 | $42.74 | $43M |
| Monday | 0.26% | Hold | 100,000 | $326.20 | $33M |
| BKNG - Booking | 0.20% | Hold | 10,702 | $2,374 | $25M |
| TOST - Toast · CL A | 0.20% | Hold | 500,000 | $49.95 | $25M |
| 23andme · CLASS A | 0.20% | Hold | 2,720,243 | $9.06 | $25M |
| DUOL - Duolingo · CL A | 0.17% | Hold | 125,000 | $166.36 | $21M |
| Cazoo Group | 0.09% | Hold | 1,500,000 | $7.77 | $12M |
| Moneylion · CL A | 0.05% | Hold | 1,000,000 | $6.77 | $7M |
| CCC - Ccc Intelligent Solutions · CL A | 0.03% | Hold | 325,000 | $10.51 | $3M |
| Altimeter Growth · CL A | 0.00% | Hold | 10,000 | $10.20 | $102K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 20 | $9.8B | +72.5% | 13F-HR | 8/14/2026 | 000154161726000008 |
| 2026 Q1 | 13 | $5.7B | −14.5% | 13F-HR | 5/15/2026 | 000154161726000006 |
| 2025 Q4 | 18 | $6.7B | −12.1% | 13F-HR | 2/17/2026 | 000154161726000002 |
| 2025 Q3 | 23 | $7.6B | +9.4% | 13F-HR | 11/14/2025 | 000154161725000013 |
| 2025 Q2 | 18 | $6.9B | +39.4% | 13F-HR | 8/14/2025 | 000154161725000009 |
| 2025 Q1 | 22 | $5B | −10.4% | 13F-HR | 5/15/2025 | 000154161725000005 |
| 2024 Q4 | 24 | $5.5B | −17.9% | 13F-HR | 2/14/2025 | 000154161725000002 |
| 2024 Q3 | 23 | $6.8B | +0.3% | 13F-HR | 11/14/2024 | 000154161724000009 |
| 2024 Q2 | 20 | $6.7B | +3.4% | 13F-HR | 8/14/2024 | 000154161724000007 |
| 2024 Q1 | 17 | $6.5B | +8.1% | 13F-HR | 5/15/2024 | 000154161724000006 |
| 2023 Q4 | 11 | $6B | +14.3% | 13F-HR | 2/14/2024 | 000154161724000004 |
| 2023 Q3 | 11 | $5.3B | −4.7% | 13F-HR | 11/14/2023 | 000154161723000010 |
| 2023 Q2 | 11 | $5.5B | +21.4% | 13F-HR | 8/14/2023 | 000154161723000009 |
| 2023 Q1 | 11 | $4.6B | +24.6% | 13F-HR | 5/16/2023 | 000154161723000007 |
| 2022 Q4 | 11 | $3.7B | −21.9% | 13F-HR | 2/14/2023 | 000154161723000003 |
| 2022 Q3 | 17 | $4.7B | +6.8% | 13F-HR | 11/14/2022 | 000154161722000020 |
| 2022 Q2 | 16 | $4.4B | −44.0% | 13F-HR | 8/15/2022 | 000154161722000019 |
| 2022 Q1 | 20 | $7.8B | −25.7% | 13F-HR | 5/17/2022 | 000154161722000014 |
| 2022 Q1 | 22 | $6.9B | — | RESTATEMENT | 5/17/2022 | 000154161722000015 |
| 2021 Q4 | 25 | $10.5B | −15.8% | 13F-HR | 2/14/2022 | 000154161722000002 |
| 2021 Q3 | 31 | $12.5B | — | 13F-HR | 11/15/2021 | 000154161721000009 |
About
Altimeter Capital Management, LP
21 processed 13Fs on this site · 2021 Q3–2026 Q2