Altimeter Capital Management, LP Brad Gerstner
Menlo Park, CA 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $9.8B
- 19 holdings
- 2026 Q2
- +72.5% QoQ
- Top 5 56.3%
AUM over time
Book
| SNOW, Snowflake | Hold | 21,037,333 | $302.43 | $6.4B | |
| META, Meta Platforms | Hold | 3,753,400 | $339.39 | $1.3B | |
| UBER, Uber | Hold | 24,500,000 | $44.80 | $1.1B | |
| MSFT, Microsoft | Hold | 1,763,135 | $281.92 | $497M | |
| PTON, Peloton Interactive | Hold | 5,650,000 | $87.05 | $492M | |
| Opendoor Technologies | Hold | 13,400,000 | $20.53 | $275M | |
| SHOP, Shopify | Hold | 200,000 | $1,356 | $271M | |
| U, Unity Software | Hold | 2,098,175 | $126.25 | $265M | |
| ZM, Zoom Video | Hold | 950,000 | $261.50 | $248M | |
| CRWD, CrowdStrike | Hold | 970,000 | $245.78 | $238M | |
| RBLX, Roblox | Hold | 2,850,000 | $75.55 | $215M | |
| BABA, Alibaba | Hold | 1,152,000 | $148.05 | $171M | |
| PATH, Uipath | Hold | 3,004,790 | $52.61 | $158M | |
| Farfetch | Hold | 3,779,409 | $37.48 | $142M | |
| OKTA, OKTA Inc | Hold | 525,000 | $237.34 | $125M | |
| Confluent | Hold | 1,725,000 | $59.65 | $103M | |
| SE, Sea Limited | Hold | 300,000 | $318.73 | $96M | |
| AMZN, Amazon | Hold | 25,045 | $3,285 | $82M | |
| CPNG, Coupang | Hold | 2,642,857 | $27.85 | $74M | |
| BMBL, Bumble | Hold | 1,050,000 | $49.98 | $52M | |
| PDD, PDD Holdings | Hold | 572,000 | $90.67 | $52M | |
| Qualtrics International | Hold | 1,000,000 | $42.74 | $43M | |
| Monday | Hold | 100,000 | $326.20 | $33M | |
| BKNG, Booking Holdings | Hold | 10,702 | $2,374 | $25M | |
| TOST, Toast | Hold | 500,000 | $49.95 | $25M | |
| 23andme | Hold | 2,720,243 | $9.06 | $25M | |
| DUOL, Duolingo | Hold | 125,000 | $166.36 | $21M | |
| Cazoo Group | Hold | 1,500,000 | $7.77 | $12M | |
| Moneylion | Hold | 1,000,000 | $6.77 | $6.8M | |
| CCC, CCC Intelligent Solutions | Hold | 325,000 | $10.51 | $3.4M | |
| Altimeter Growth | Hold | 10,000 | $10.20 | $102K |
Filings history
20 periods, with AUM normalized
| Period | Holds | 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 to 2026 Q2