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 | 21.28% | Reduce −0.4% | 1,835,636 | $576.36 | $1.1B | −6,550 | −$21M |
| NVDA - Nvidia | 15.59% | Reduce −8.9% | 7,150,477 | $108.38 | $775M | −695,292 | −$279M |
| SNOW - Snowflake · CL A | 8.67% | Reduce −40.8% | 2,947,384 | $146.16 | $431M | −2,030,926 | −$338M |
| UBER - UBER Technologies | 8.30% | Add +1.4% | 5,666,302 | $72.86 | $413M | +77,510 | +$76M |
| MSFT - Microsoft | 7.36% | Reduce −1.9% | 975,080 | $375.39 | $366M | −18,400 | −$53M |
| Confluent · CLASS A | 6.15% | Add +11.0% | 13,042,080 | $23.44 | $306M | +1,295,710 | −$23M |
| AMZN - Amazon | 4.00% | Add +20.0% | 1,045,155 | $190.26 | $199M | +173,930 | +$8M |
| CPNG - Coupang · CL A | 3.28% | Add +24.3% | 7,441,445 | $21.93 | $163M | +1,455,555 | +$32M |
| CART - Maplebear | 2.69% | Add +31.9% | 3,348,128 | $39.89 | $134M | +810,510 | +$28M |
| FLUT - Flutter Entmt | 2.53% | Add +49.5% | 568,410 | $221.55 | $126M | +188,095 | +$28M |
| HOOD - Robinhood Mkts · CL A | 2.42% | New | 2,885,714 | $41.62 | $120M | +2,885,714 | +$120M |
| CRWV - Coreweave · CL A | 2.24% | New | 2,999,536 | $37.08 | $111M | +2,999,536 | +$111M |
| Z - Zillow Group · CL C | 1.83% | Add +1.8% | 1,323,554 | $68.56 | $91M | +22,816 | −$6M |
| BABA - Alibaba Group | 1.44% | New | 540,370 | $132.23 | $71M | +540,370 | +$71M |
| ALAB - Astera Labs | 1.18% | Add +68.0% | 981,697 | $59.67 | $59M | +397,267 | −$19M |
| RBRK - Rubrik · CL A | 1.02% | Reduce −49.3% | 832,003 | $60.98 | $51M | −810,095 | −$57M |
| ARM | 0.38% | New | 175,600 | $106.79 | $19M | +175,600 | +$19M |
| MELI - Mercadolibre | 0.13% | Reduce −90.9% | 3,300 | $1,951 | $6M | −32,955 | −$55M |
| SAIL - Sailpoint | 0.09% | New | 250,000 | $18.75 | $5M | +250,000 | +$5M |
| TTAN - Servicetitan · CL A | 0.08% | Hold | 40,000 | $95.11 | $4M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 2.96% | Exit | 0 | $189.30 | $164M | −867,305 | −$164M |
| TSLA - Tesla | 2.59% | Exit | 0 | $403.84 | $143M | −355,130 | −$143M |
| TSM - Taiwan Semiconductor Mfg | 1.80% | Exit | 0 | $197.49 | $100M | −504,380 | −$100M |
| CRM - Salesforce | 1.64% | Exit | 0 | $334.33 | $91M | −271,725 | −$91M |
| IOT - Samsara · CL A | 1.15% | Exit | 0 | $43.69 | $64M | −1,458,148 | −$64M |
| TWLO - Twilio · CL A | 1.14% | Exit | 0 | $108.08 | $63M | −582,915 | −$63M |
| MU - Micron Technology | 0.93% | Exit | 0 | $84.16 | $52M | −614,595 | −$52M |
| DUOL - Duolingo · CL A | 0.18% | Exit | 0 | $324.21 | $10M | −30,375 | −$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