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 | 61.79% | Hold | 17,001,796 | $169.96 | $2.9B | — | — |
| UBER - UBER Technologies | 8.83% | Hold | 15,577,600 | $26.50 | $413M | — | — |
| MSFT - Microsoft | 7.64% | Reduce −13.0% | 1,533,135 | $232.90 | $357M | −230,000 | −$96M |
| Confluent · CLASS A | 6.97% | Reduce −5.1% | 13,716,310 | $23.77 | $326M | −740,000 | −$10M |
| META - Meta Platforms · CL A | 6.81% | Reduce −4.5% | 2,346,976 | $135.68 | $318M | −111,800 | −$78M |
| RBLX - Roblox · CL A | 2.18% | Hold | 2,850,000 | $35.84 | $102M | — | — |
| PDD - Pinduoduo | 1.47% | New | 1,100,000 | $62.58 | $69M | +1,100,000 | +$69M |
| TSLA - Tesla | 0.98% | New | 173,000 | $265.25 | $46M | +173,000 | +$46M |
| Opendoor Technologies | 0.87% | Reduce −16.8% | 13,076,000 | $3.11 | $41M | −2,649,000 | −$33M |
| GTLB - Gitlab · CLASS A | 0.67% | Reduce −36.4% | 611,206 | $51.22 | $31M | −350,000 | −$20M |
| MDB - Mongodb · CL A | 0.39% | Reduce −65.4% | 92,610 | $198.56 | $18M | −175,200 | −$51M |
| OKTA - OKTA Inc · CL A | 0.30% | Hold | 250,000 | $56.87 | $14M | — | — |
| GRAB · CLASS A | 0.15% | Reduce −94.7% | 2,714,995 | $2.63 | $7M | −48,544,505 | −$123M |
| 23andme · CLASS A | 0.10% | Hold | 1,652,021 | $2.86 | $5M | — | — |
| PATH - Uipath · CL A | 0.06% | Hold | 240,864 | $12.61 | $3M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Hashicorp · CL A | 0.15% | Exit | 0 | $29.44 | $7M | −225,000 | −$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