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 | 54.77% | Reduce −19.2% | 17,001,796 | $338.75 | $5.8B | −4,035,537 | −$603M |
| META - Meta Platforms · CL A | 7.52% | Reduce −37.4% | 2,350,000 | $336.35 | $790M | −1,403,400 | −$483M |
| MSFT - Microsoft | 5.64% | Hold | 1,763,135 | $336.32 | $593M | — | — |
| GRAB · CLASS A | 5.09% | Add +750085.7% | 75,018,565 | $7.13 | $535M | +75,008,565 | +$535M |
| UBER - UBER Technologies | 4.59% | Reduce −53.1% | 11,500,000 | $41.93 | $482M | −13,000,000 | −$615M |
| U - Unity Software | 2.85% | Hold | 2,098,175 | $142.99 | $300M | — | — |
| RBLX - Roblox · CL A | 2.80% | Hold | 2,850,000 | $103.16 | $294M | — | — |
| SE - SEA | 2.66% | Add +316.7% | 1,250,000 | $223.71 | $280M | +950,000 | +$184M |
| SHOP - Shopify · CL A | 2.62% | Hold | 200,000 | $1,377 | $275M | — | — |
| Confluent · CLASS A | 2.14% | Add +71.0% | 2,950,000 | $76.24 | $225M | +1,225,000 | +$122M |
| Opendoor Technologies | 1.91% | Add +2.6% | 13,750,000 | $14.61 | $201M | +350,000 | −$74M |
| CRWD - Crowdstrike Hlds · CL A | 1.89% | Hold | 970,000 | $204.75 | $199M | — | — |
| MDB - Mongodb · CL A | 1.26% | New | 250,000 | $529.35 | $132M | +250,000 | +$132M |
| PATH - Uipath · CL A | 1.23% | Add 0.0% | 3,004,806 | $43.13 | $130M | +16 | −$28M |
| OKTA - OKTA Inc · CL A | 1.12% | Hold | 525,000 | $224.17 | $118M | — | — |
| GTLB - Gitlab · CLASS A | 0.80% | New | 350,000 | $238.93 | $84M | +350,000 | +$84M |
| IOT - Samsara · CL A | 0.21% | New | 800,000 | $28.11 | $22M | +800,000 | +$22M |
| Hashicorp · CL A | 0.19% | New | 225,000 | $91.04 | $20M | +225,000 | +$20M |
| TOST - Toast · CL A | 0.17% | Hold | 500,000 | $34.71 | $17M | — | — |
| BRZE - Braze · CL A | 0.15% | New | 200,000 | $77.16 | $15M | +200,000 | +$15M |
| PDD - Pinduoduo | 0.11% | Reduce −65.0% | 200,000 | $58.30 | $12M | −372,000 | −$40M |
| 23andme · CLASS A | 0.09% | Reduce −39.3% | 1,652,021 | $5.69 | $9M | −1,068,222 | −$15M |
| Cazoo Group | 0.09% | Hold | 1,500,000 | $6.03 | $9M | — | — |
| Cvent | 0.06% | New | 800,000 | $8.17 | $7M | +800,000 | +$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PTON - Peloton Interactive · CL A | 3.94% | Exit | 0 | $87.05 | $492M | −5,650,000 | −$492M |
| ZM - Zoom Video · CL A | 1.99% | Exit | 0 | $261.50 | $248M | −950,000 | −$248M |
| BABA - Alibaba Group | 1.37% | Exit | 0 | $148.05 | $171M | −1,152,000 | −$171M |
| Farfetch · CL A | 1.13% | Exit | 0 | $37.48 | $142M | −3,779,409 | −$142M |
| AMZN - Amazon | 0.66% | Exit | 0 | $3,285 | $82M | −25,045 | −$82M |
| CPNG - Coupang · CL A | 0.59% | Exit | 0 | $27.85 | $74M | −2,642,857 | −$74M |
| BMBL - Bumble · CL A | 0.42% | Exit | 0 | $49.98 | $52M | −1,050,000 | −$52M |
| Qualtrics Intl · CL A | 0.34% | Exit | 0 | $42.74 | $43M | −1,000,000 | −$43M |
| Monday | 0.26% | Exit | 0 | $326.20 | $33M | −100,000 | −$33M |
| BKNG - Booking | 0.20% | Exit | 0 | $2,374 | $25M | −10,702 | −$25M |
| DUOL - Duolingo · CL A | 0.17% | Exit | 0 | $166.36 | $21M | −125,000 | −$21M |
| Moneylion · CL A | 0.05% | Exit | 0 | $6.77 | $7M | −1,000,000 | −$7M |
| CCC - Ccc Intelligent Solutions · CL A | 0.03% | Exit | 0 | $10.51 | $3M | −325,000 | −$3M |
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