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
| TOST - Toast · CL A | 50.33% | Add +3508.4% | 18,041,796 | $217.99 | $3.9B | +17,541,796 | +$3.9B |
| UBER - UBER Technologies | 15.27% | Add +167.5% | 30,760,000 | $38.80 | $1.2B | +19,260,000 | +$711M |
| MSFT - Microsoft | 6.96% | Hold | 1,763,135 | $308.31 | $544M | — | — |
| META - Meta Platforms · CL A | 6.69% | Hold | 2,350,000 | $222.36 | $523M | — | — |
| U - Unity Software | 3.84% | Hold | 2,098,175 | $142.99 | $300M | — | — |
| Confluent · CLASS A | 2.78% | Add +79.9% | 5,306,700 | $41.00 | $218M | +2,356,700 | −$7M |
| GRAB · CLASS A | 2.30% | Reduce −31.7% | 51,259,500 | $3.50 | $179M | −23,759,065 | −$355M |
| Opendoor Technologies | 2.09% | Add +37.2% | 18,865,500 | $8.65 | $163M | +5,115,500 | −$38M |
| SNOW - Snowflake · CL A | 1.77% | Reduce −93.2% | 1,155,613 | $119.79 | $138M | −15,846,183 | −$5.6B |
| MDB - Mongodb · CL A | 1.75% | Add +23.2% | 308,000 | $443.59 | $137M | +58,000 | +$4M |
| SE - SEA | 1.69% | Add +128.0% | 2,850,000 | $46.24 | $132M | +1,600,000 | −$148M |
| UAL - United Airls | 1.47% | New | 2,750,000 | $41.88 | $115M | +2,750,000 | +$115M |
| PATH - Uipath · CL A | 0.92% | Add +175.4% | 8,275,000 | $8.65 | $72M | +5,270,194 | −$58M |
| EXPE - Expedia Group | 0.70% | New | 280,000 | $195.67 | $55M | +280,000 | +$55M |
| GTLB - Gitlab · CLASS A | 0.67% | Add +174.6% | 961,206 | $54.45 | $52M | +611,206 | −$31M |
| OKTA - OKTA Inc · CL A | 0.48% | Reduce −52.4% | 250,000 | $150.96 | $38M | −275,000 | −$80M |
| Hashicorp · CL A | 0.16% | Hold | 225,000 | $54.00 | $12M | — | — |
| 23andme · CLASS A | 0.08% | Hold | 1,652,021 | $3.83 | $6M | — | — |
| CRWD - Crowdstrike · CL A | 0.03% | Reduce −99.0% | 10,000 | $227.10 | $2M | −960,000 | −$196M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RBLX - Roblox · CL A | 2.80% | Exit | 0 | $103.16 | $294M | −2,850,000 | −$294M |
| SHOP - Shopify · CL A | 2.62% | Exit | 0 | $1,377 | $275M | −200,000 | −$275M |
| IOT - Samsara · CL A | 0.21% | Exit | 0 | $28.11 | $22M | −800,000 | −$22M |
| BRZE - Braze · CL A | 0.15% | Exit | 0 | $77.16 | $15M | −200,000 | −$15M |
| PDD - Pinduoduo | 0.11% | Exit | 0 | $58.30 | $12M | −200,000 | −$12M |
| Cazoo Group | 0.09% | Exit | 0 | $6.03 | $9M | −1,500,000 | −$9M |
| Cvent | 0.06% | Exit | 0 | $8.17 | $7M | −800,000 | −$7M |
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