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 | 25.52% | Reduce −17.3% | 10,281,089 | $161.60 | $1.7B | −2,143,855 | −$811M |
| META - Meta Platforms · CL A | 17.59% | Reduce −2.0% | 2,357,401 | $485.58 | $1.1B | −47,380 | +$294M |
| UBER - UBER Technologies | 15.77% | Hold | 13,336,600 | $76.99 | $1B | — | — |
| NVDA - Nvidia | 11.01% | Reduce −0.8% | 793,145 | $903.56 | $717M | −6,515 | +$321M |
| MSFT - Microsoft | 10.66% | Reduce −0.2% | 1,649,870 | $420.72 | $694M | −3,090 | +$73M |
| Confluent · CLASS A | 6.09% | Reduce −11.8% | 12,995,503 | $30.52 | $397M | −1,733,955 | +$52M |
| AMZN - Amazon | 4.18% | Add +20.1% | 1,507,305 | $180.38 | $272M | +252,585 | +$81M |
| PDD - Pinduoduo | 3.16% | Reduce −6.1% | 1,767,931 | $116.25 | $206M | −114,839 | −$70M |
| TSLA - Tesla | 1.59% | Add +276.4% | 589,700 | $175.79 | $104M | +433,030 | +$65M |
| CPNG - Coupang · CL A | 1.08% | New | 3,966,845 | $17.79 | $71M | +3,966,845 | +$71M |
| DELL - DELL Technologies · CL C | 0.86% | New | 489,250 | $114.11 | $56M | +489,250 | +$56M |
| AVGO - Broadcom | 0.81% | New | 39,610 | $1,325 | $52M | +39,610 | +$52M |
| GOOGL - Alphabet · CL A | 0.66% | New | 286,430 | $150.93 | $43M | +286,430 | +$43M |
| ALAB - Astera Labs | 0.46% | New | 400,000 | $74.19 | $30M | +400,000 | +$30M |
| COHR - Coherent | 0.40% | New | 428,270 | $60.62 | $26M | +428,270 | +$26M |
| MELI - Mercadolibre | 0.15% | Hold | 6,245 | $1,512 | $9M | — | — |
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