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 | 44.66% | Add +0.2% | 15,400,134 | $152.77 | $2.4B | +30,675 | −$352M |
| META - Meta Platforms · CL A | 13.70% | Add +7.9% | 2,404,781 | $300.21 | $722M | +176,905 | +$83M |
| UBER - UBER Technologies | 11.64% | Hold | 13,336,600 | $45.99 | $613M | — | — |
| MSFT - Microsoft | 9.91% | Add +7.8% | 1,652,960 | $315.75 | $522M | +119,825 | −$172K |
| Confluent · CLASS A | 9.34% | Add +1.9% | 16,611,943 | $29.61 | $492M | +306,000 | −$84M |
| NVDA - Nvidia | 6.38% | Add +4.3% | 772,210 | $434.99 | $336M | +31,640 | +$23M |
| AMZN - Amazon | 3.03% | Add +208.6% | 1,254,720 | $127.12 | $160M | +848,190 | +$107M |
| PDD - Pinduoduo | 1.20% | New | 646,280 | $98.07 | $63M | +646,280 | +$63M |
| MELI - Mercadolibre | 0.07% | New | 2,980 | $1,268 | $4M | +2,980 | +$4M |
| VLRS | 0.05% | New | 379,270 | $6.79 | $3M | +379,270 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RBLX - Roblox · CL A | 2.08% | Exit | 0 | $40.30 | $115M | −2,850,000 | −$115M |
| OKTA - OKTA Inc · CL A | 0.31% | Exit | 0 | $69.35 | $17M | −250,000 | −$17M |
| GOOGL - Alphabet · CL A | 0.19% | Exit | 0 | $119.70 | $10M | −85,750 | −$10M |
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