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 | 60.40% | Reduce −9.6% | 15,369,459 | $143.54 | $2.2B | −1,632,337 | −$683M |
| MSFT - Microsoft | 10.07% | Hold | 1,533,135 | $239.82 | $368M | — | — |
| UBER - UBER Technologies | 9.43% | Reduce −10.6% | 13,927,600 | $24.73 | $344M | −1,650,000 | −$68M |
| Confluent · CLASS A | 7.91% | Reduce −5.3% | 12,995,374 | $22.24 | $289M | −720,936 | −$37M |
| META - Meta Platforms · CL A | 6.57% | Reduce −15.0% | 1,994,476 | $120.34 | $240M | −352,500 | −$78M |
| RBLX - Roblox · CL A | 2.22% | Hold | 2,850,000 | $28.46 | $81M | — | — |
| NVDA - Nvidia | 1.77% | New | 442,670 | $146.14 | $65M | +442,670 | +$65M |
| GTLB - Gitlab · CLASS A | 0.76% | Hold | 611,206 | $45.44 | $28M | — | — |
| OKTA - OKTA Inc · CL A | 0.47% | Hold | 250,000 | $68.33 | $17M | — | — |
| Opendoor Technologies | 0.35% | Reduce −15.9% | 11,000,000 | $1.16 | $13M | −2,076,000 | −$28M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PDD - Pinduoduo | 1.47% | Exit | 0 | $62.58 | $69M | −1,100,000 | −$69M |
| TSLA - Tesla | 0.98% | Exit | 0 | $265.25 | $46M | −173,000 | −$46M |
| MDB - Mongodb · CL A | 0.39% | Exit | 0 | $198.56 | $18M | −92,610 | −$18M |
| GRAB · CLASS A | 0.15% | Exit | 0 | $2.63 | $7M | −2,714,995 | −$7M |
| 23andme · CLASS A | 0.10% | Exit | 0 | $2.86 | $5M | −1,652,021 | −$5M |
| PATH - Uipath · CL A | 0.06% | Exit | 0 | $12.61 | $3M | −240,864 | −$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