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
| META - Meta Platforms · CL A | 19.19% | Reduce −1.3% | 2,264,001 | $572.44 | $1.3B | −28,660 | +$140M |
| UBER - UBER Technologies | 14.84% | Reduce −1.3% | 13,336,600 | $75.16 | $1B | −178,460 | +$20M |
| SNOW - Snowflake · CL A | 14.71% | Reduce −9.5% | 8,647,959 | $114.86 | $993M | −902,787 | −$297M |
| NVDA - Nvidia | 14.02% | Add +0.7% | 7,796,589 | $121.44 | $947M | +55,779 | −$9M |
| MSFT - Microsoft | 10.10% | Reduce −2.4% | 1,585,900 | $430.30 | $682M | −39,740 | −$44M |
| Confluent · CLASS A | 4.11% | Add +5.7% | 13,626,464 | $20.38 | $278M | +737,406 | −$103M |
| KWEB - Kraneshares Trust | 2.86% | New | 5,671,010 | $34.02 | $193M | +5,671,010 | +$193M |
| TSLA - Tesla | 2.57% | New | 662,400 | $261.63 | $173M | +662,400 | +$173M |
| AMZN - Amazon | 2.49% | Reduce −37.1% | 902,290 | $186.33 | $168M | −532,040 | −$109M |
| CPNG - Coupang · CL A | 2.38% | Add +23.9% | 6,559,675 | $24.55 | $161M | +1,263,930 | +$50M |
| MELI - Mercadolibre | 1.87% | Add +18.6% | 61,460 | $2,052 | $126M | +9,640 | +$41M |
| CRM - Salesforce | 1.86% | Add +25.9% | 457,735 | $273.71 | $125M | +94,145 | +$32M |
| GOOGL - Alphabet · CL A | 1.62% | Reduce −1.9% | 661,645 | $165.85 | $110M | −12,885 | −$13M |
| TSM - Taiwan Semiconductor Mfg | 1.34% | New | 519,290 | $173.67 | $90M | +519,290 | +$90M |
| IOT - Samsara · CL A | 1.04% | Add +78.1% | 1,452,933 | $48.12 | $70M | +637,273 | +$42M |
| AVGO - Broadcom | 1.01% | New | 396,895 | $172.50 | $68M | +396,895 | +$68M |
| FUTU · CL A | 0.82% | New | 575,750 | $95.65 | $55M | +575,750 | +$55M |
| Z - Zillow Group · CL C | 0.81% | New | 855,580 | $63.85 | $55M | +855,580 | +$55M |
| DUOL - Duolingo · CL A | 0.80% | New | 191,625 | $282.02 | $54M | +191,625 | +$54M |
| RBRK - Rubrik · CL A | 0.78% | Add +842.1% | 1,648,598 | $32.15 | $53M | +1,473,598 | +$48M |
| LINE - Lineage Cell Theraputics In | 0.46% | New | 400,000 | $78.38 | $31M | +400,000 | +$31M |
| ALAB - Astera Labs | 0.31% | Hold | 400,000 | $52.39 | $21M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PDD - Pinduoduo | 3.39% | Exit | 0 | $132.95 | $228M | −1,714,185 | −$228M |
| APH - Amphenol · CL A | 2.03% | Exit | 0 | $67.37 | $136M | −2,025,300 | −$136M |
| DELL - DELL Technologies · CL C | 1.01% | Exit | 0 | $137.91 | $68M | −493,940 | −$68M |
| AAPL - Apple | 0.85% | Exit | 0 | $210.62 | $57M | −271,370 | −$57M |
| Webtoon Entmt | 0.04% | Exit | 0 | $22.83 | $3M | −120,000 | −$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