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 | 19.17% | Reduce −7.1% | 9,550,746 | $135.09 | $1.3B | −730,343 | −$371M |
| META - Meta Platforms · CL A | 17.17% | Reduce −2.7% | 2,292,661 | $504.22 | $1.2B | −64,740 | +$11M |
| UBER - UBER Technologies | 14.59% | Add +1.3% | 13,515,060 | $72.68 | $982M | +178,460 | −$45M |
| NVDA - Nvidia | 14.21% | Add +876.0% | 7,740,810 | $123.54 | $956M | +6,947,665 | +$240M |
| MSFT - Microsoft | 10.79% | Reduce −1.5% | 1,625,640 | $446.95 | $727M | −24,230 | +$32M |
| Confluent · CLASS A | 5.65% | Reduce −0.8% | 12,889,058 | $29.53 | $381M | −106,445 | −$16M |
| AMZN | 4.12% | Reduce −4.8% | 1,434,330 | $193.25 | $277M | −72,975 | +$5M |
| PDD - Pinduoduo | 3.39% | Reduce −3.0% | 1,714,185 | $132.95 | $228M | −53,746 | +$22M |
| APH - Amphenol · CL A | 2.03% | New | 2,025,300 | $67.37 | $136M | +2,025,300 | +$136M |
| GOOGL - Alphabet · CL A | 1.83% | Add +135.5% | 674,530 | $182.15 | $123M | +388,100 | +$80M |
| CPNG - Coupang · CL A | 1.65% | Add +33.5% | 5,295,745 | $20.95 | $111M | +1,328,900 | +$40M |
| CRM - Salesforce | 1.39% | New | 363,590 | $257.10 | $93M | +363,590 | +$93M |
| MELI - Mercadolibre | 1.27% | Add +729.8% | 51,820 | $1,643 | $85M | +45,575 | +$76M |
| DELL - DELL Technologies · CL C | 1.01% | Add +1.0% | 493,940 | $137.91 | $68M | +4,690 | +$12M |
| AAPL - Apple | 0.85% | New | 271,370 | $210.62 | $57M | +271,370 | +$57M |
| IOT - Samsara · CL A | 0.41% | New | 815,660 | $33.70 | $27M | +815,660 | +$27M |
| ALAB | 0.36% | Hold | 400,000 | $60.51 | $24M | — | — |
| RBRK - Rubrik · CL A | 0.08% | New | 175,000 | $30.66 | $5M | +175,000 | +$5M |
| Webtoon Entmt | 0.04% | New | 120,000 | $22.83 | $3M | +120,000 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TSLA - Tesla | 1.59% | Exit | 0 | $175.79 | $104M | −589,700 | −$104M |
| AVGO - Broadcom | 0.81% | Exit | 0 | $1,325 | $52M | −39,610 | −$52M |
| COHR - Coherent | 0.40% | Exit | 0 | $60.62 | $26M | −428,270 | −$26M |
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