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 | 19.45% | Reduce −18.6% | 1,842,186 | $585.51 | $1.1B | −421,815 | −$217M |
| NVDA - Nvidia | 19.00% | Add +0.6% | 7,845,769 | $134.29 | $1.1B | +49,180 | +$107M |
| SNOW - Snowflake · CL A | 13.86% | Reduce −42.4% | 4,978,310 | $154.41 | $769M | −3,669,649 | −$225M |
| MSFT - Microsoft | 7.55% | Reduce −37.4% | 993,480 | $421.50 | $419M | −592,420 | −$264M |
| UBER - UBER Technologies | 6.08% | Reduce −58.1% | 5,588,792 | $60.32 | $337M | −7,747,808 | −$665M |
| Confluent · CLASS A | 5.92% | Reduce −13.8% | 11,746,370 | $27.96 | $328M | −1,880,094 | +$51M |
| AMZN - Amazon | 3.45% | Reduce −3.4% | 871,225 | $219.39 | $191M | −31,065 | +$23M |
| GOOGL - Alphabet · CL A | 2.96% | Add +31.1% | 867,305 | $189.30 | $164M | +205,660 | +$54M |
| TSLA - Tesla | 2.59% | Reduce −46.4% | 355,130 | $403.84 | $143M | −307,270 | −$30M |
| CPNG - Coupang · CL A | 2.37% | Reduce −8.7% | 5,985,890 | $21.98 | $132M | −573,785 | −$29M |
| RBRK - Rubrik · CL A | 1.94% | Reduce −0.4% | 1,642,098 | $65.36 | $107M | −6,500 | +$54M |
| CART - Maplebear | 1.90% | New | 2,537,618 | $41.42 | $105M | +2,537,618 | +$105M |
| TSM - Taiwan Semiconductor Mfg | 1.80% | Reduce −2.9% | 504,380 | $197.49 | $100M | −14,910 | +$9M |
| FLUT - Flutter Entmt | 1.77% | New | 380,315 | $258.45 | $98M | +380,315 | +$98M |
| Z - Zillow Group · CL C | 1.74% | Add +52.0% | 1,300,738 | $74.05 | $96M | +445,158 | +$42M |
| CRM - Salesforce | 1.64% | Reduce −40.6% | 271,725 | $334.33 | $91M | −186,010 | −$34M |
| ALAB - Astera Labs | 1.40% | Add +46.1% | 584,430 | $132.45 | $77M | +184,430 | +$56M |
| IOT - Samsara · CL A | 1.15% | Add +0.4% | 1,458,148 | $43.69 | $64M | +5,215 | −$6M |
| TWLO - Twilio · CL A | 1.14% | New | 582,915 | $108.08 | $63M | +582,915 | +$63M |
| MELI - Mercadolibre | 1.11% | Reduce −41.0% | 36,255 | $1,700 | $62M | −25,205 | −$64M |
| MU - Micron Technology | 0.93% | New | 614,595 | $84.16 | $52M | +614,595 | +$52M |
| DUOL - Duolingo · CL A | 0.18% | Reduce −84.1% | 30,375 | $324.23 | $10M | −161,250 | −$44M |
| TTAN - Servicetitan · CL A | 0.07% | New | 40,000 | $102.87 | $4M | +40,000 | +$4M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KWEB - Kraneshares Trust | 2.86% | Exit | 0 | $34.02 | $193M | −5,671,010 | −$193M |
| AVGO - Broadcom | 1.01% | Exit | 0 | $172.50 | $68M | −396,895 | −$68M |
| FUTU · CL A | 0.82% | Exit | 0 | $95.65 | $55M | −575,750 | −$55M |
| LINE - Lineage Cell Theraputics In | 0.46% | Exit | 0 | $78.38 | $31M | −400,000 | −$31M |
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