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 | 54.01% | Add +1371.2% | 17,001,796 | $139.06 | $2.4B | +15,846,183 | +$2.2B |
| MSFT - Microsoft | 10.35% | Hold | 1,763,135 | $256.83 | $453M | — | — |
| META - Meta Platforms · CL A | 9.06% | Add +4.6% | 2,458,776 | $161.25 | $396M | +108,776 | −$126M |
| Confluent · CLASS A | 7.68% | Add +172.4% | 14,456,310 | $23.24 | $336M | +9,149,610 | +$118M |
| UBER - UBER Technologies | 7.28% | Reduce −49.4% | 15,577,600 | $20.46 | $319M | −15,182,400 | −$875M |
| GRAB · CLASS A | 2.96% | Hold | 51,259,500 | $2.53 | $130M | — | — |
| RBLX - Roblox · CL A | 2.14% | New | 2,850,000 | $32.86 | $94M | +2,850,000 | +$94M |
| Opendoor Technologies | 1.69% | Reduce −16.6% | 15,725,000 | $4.71 | $74M | −3,140,500 | −$89M |
| MDB - Mongodb · CL A | 1.59% | Reduce −13.0% | 267,810 | $259.50 | $69M | −40,190 | −$67M |
| GTLB - Gitlab · CLASS A | 1.17% | Hold | 961,206 | $53.14 | $51M | — | — |
| OKTA - OKTA Inc · CL A | 0.52% | Hold | 250,000 | $90.40 | $23M | — | — |
| Hashicorp · CL A | 0.15% | Hold | 225,000 | $29.44 | $7M | — | — |
| PATH - Uipath · CL A | 0.10% | Reduce −97.1% | 240,864 | $18.19 | $4M | −8,034,136 | −$67M |
| 23andme · CLASS A | 0.09% | Hold | 1,652,021 | $2.48 | $4M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TOST - Toast · CL A | 50.33% | Exit | 0 | $217.99 | $3.9B | −18,041,796 | −$3.9B |
| U - Unity Software | 3.84% | Exit | 0 | $142.99 | $300M | −2,098,175 | −$300M |
| SE - SEA | 1.69% | Exit | 0 | $46.24 | $132M | −2,850,000 | −$132M |
| UAL - United Airls | 1.47% | Exit | 0 | $41.88 | $115M | −2,750,000 | −$115M |
| EXPE - Expedia Group | 0.70% | Exit | 0 | $195.67 | $55M | −280,000 | −$55M |
| CRWD - Crowdstrike · CL A | 0.03% | Exit | 0 | $227.10 | $2M | −10,000 | −$2M |
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