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 | Reduce −19.2% | 17,001,796 | $338.75 | $5.8B | −4,035,537 | −$603M | |
| META, Meta Platforms | Reduce −37.4% | 2,350,000 | $336.35 | $790M | −1,403,400 | −$483M | |
| MSFT, Microsoft | Hold | 1,763,135 | $336.32 | $593M | — | — | |
| Grab | Add +750085.7% | 75,018,565 | $7.13 | $535M | +75,008,565 | +$535M | |
| UBER, Uber | Reduce −53.1% | 11,500,000 | $41.93 | $482M | −13,000,000 | −$615M | |
| U, Unity Software | Hold | 2,098,175 | $142.99 | $300M | — | — | |
| RBLX, Roblox | Hold | 2,850,000 | $103.16 | $294M | — | — | |
| SE, Sea Limited | Add +316.7% | 1,250,000 | $223.71 | $280M | +950,000 | +$184M | |
| SHOP, Shopify | Hold | 200,000 | $1,377 | $275M | — | — | |
| Confluent | Add +71.0% | 2,950,000 | $76.24 | $225M | +1,225,000 | +$122M | |
| Opendoor Technologies | Add +2.6% | 13,750,000 | $14.61 | $201M | +350,000 | −$74M | |
| CRWD, CrowdStrike | Hold | 970,000 | $204.75 | $199M | — | — | |
| MDB, MongoDB | New | 250,000 | $529.35 | $132M | +250,000 | +$132M | |
| PATH, Uipath | Add 0.0% | 3,004,806 | $43.13 | $130M | +16 | −$28M | |
| OKTA, OKTA Inc | Hold | 525,000 | $224.17 | $118M | — | — | |
| GTLB, Gitlab | New | 350,000 | $238.93 | $84M | +350,000 | +$84M | |
| IOT, Samsara | New | 800,000 | $28.11 | $22M | +800,000 | +$22M | |
| Hashicorp | New | 225,000 | $91.04 | $20M | +225,000 | +$20M | |
| TOST, Toast | Hold | 500,000 | $34.71 | $17M | — | — | |
| BRZE, Braze | New | 200,000 | $77.16 | $15M | +200,000 | +$15M | |
| PDD, PDD Holdings | Reduce −65.0% | 200,000 | $58.30 | $12M | −372,000 | −$40M | |
| 23andme | Reduce −39.3% | 1,652,021 | $5.69 | $9.4M | −1,068,222 | −$15M | |
| Cazoo Group | Hold | 1,500,000 | $6.03 | $9M | — | — | |
| Cvent | New | 800,000 | $8.17 | $6.5M | +800,000 | +$6.5M |
Exits / last held
Gone since 2021 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PTON, Peloton Interactive | Exit | 0 | $87.05 | $492M | −5,650,000 | −$492M | |
| ZM, Zoom Video | Exit | 0 | $261.50 | $248M | −950,000 | −$248M | |
| BABA, Alibaba | Exit | 0 | $148.05 | $171M | −1,152,000 | −$171M | |
| Farfetch | Exit | 0 | $37.48 | $142M | −3,779,409 | −$142M | |
| AMZN, Amazon | Exit | 0 | $3,285 | $82M | −25,045 | −$82M | |
| CPNG, Coupang | Exit | 0 | $27.85 | $74M | −2,642,857 | −$74M | |
| BMBL, Bumble | Exit | 0 | $49.98 | $52M | −1,050,000 | −$52M | |
| Qualtrics International | Exit | 0 | $42.74 | $43M | −1,000,000 | −$43M | |
| Monday | Exit | 0 | $326.20 | $33M | −100,000 | −$33M | |
| BKNG, Booking Holdings | Exit | 0 | $2,374 | $25M | −10,702 | −$25M | |
| DUOL, Duolingo | Exit | 0 | $166.36 | $21M | −125,000 | −$21M | |
| Moneylion | Exit | 0 | $6.77 | $6.8M | −1,000,000 | −$6.8M | |
| CCC, CCC Intelligent Solutions | Exit | 0 | $10.51 | $3.4M | −325,000 | −$3.4M |
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