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 | 19.99% | Add +2.3% | 1,877,301 | $738.09 | $1.4B | +41,665 | +$328M |
| NVDA - Nvidia | 18.81% | Add +15.4% | 8,252,160 | $157.99 | $1.3B | +1,101,683 | +$529M |
| SNOW - Snowflake · CL A | 9.12% | Reduce −4.1% | 2,825,630 | $223.77 | $632M | −121,754 | +$202M |
| UBER - UBER Technologies | 8.01% | Add +5.1% | 5,953,104 | $93.30 | $555M | +286,802 | +$143M |
| MSFT - Microsoft | 7.59% | Add +8.5% | 1,058,121 | $497.41 | $526M | +83,041 | +$160M |
| Confluent · CLASS A | 5.59% | Add +19.3% | 15,552,976 | $24.93 | $388M | +2,510,896 | +$82M |
| CPNG - Coupang · CL A | 4.94% | Add +53.6% | 11,432,698 | $29.96 | $343M | +3,991,253 | +$179M |
| AMZN - Amazon | 4.64% | Add +40.2% | 1,464,863 | $219.39 | $321M | +419,708 | +$123M |
| HOOD - Robinhood Mkts · CL A | 4.38% | Add +12.5% | 3,245,457 | $93.63 | $304M | +359,743 | +$184M |
| TSM - Taiwan Semiconductor Mfg | 2.83% | New | 867,209 | $226.49 | $196M | +867,209 | +$196M |
| CART - Maplebear | 2.75% | Add +25.9% | 4,216,768 | $45.24 | $191M | +868,640 | +$57M |
| Z - Zillow Group · CL C | 2.41% | Add +80.4% | 2,387,772 | $70.05 | $167M | +1,064,218 | +$77M |
| ARM | 2.18% | Add +431.4% | 933,208 | $161.74 | $151M | +757,608 | +$132M |
| MELI - Mercadolibre | 1.76% | Add +1310.3% | 46,539 | $2,614 | $122M | +43,239 | +$115M |
| IOT - Samsara · CL A | 1.72% | New | 2,990,578 | $39.78 | $119M | +2,990,578 | +$119M |
| DDOG - Datadog · CL A | 1.71% | New | 881,730 | $134.33 | $118M | +881,730 | +$118M |
| CRWV - Coreweave · CL A | 1.53% | Reduce −78.3% | 649,536 | $163.06 | $106M | −2,350,000 | −$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FLUT - Flutter Entmt | 2.53% | Exit | 0 | $221.55 | $126M | −568,410 | −$126M |
| BABA - Alibaba Group | 1.44% | Exit | 0 | $132.23 | $71M | −540,370 | −$71M |
| ALAB - Astera Labs | 1.18% | Exit | 0 | $59.67 | $59M | −981,697 | −$59M |
| RBRK - Rubrik · CL A | 1.02% | Exit | 0 | $60.98 | $51M | −832,003 | −$51M |
| SAIL - Sailpoint | 0.09% | Exit | 0 | $18.75 | $5M | −250,000 | −$5M |
| TTAN - Servicetitan · CL A | 0.08% | Exit | 0 | $95.10 | $4M | −40,000 | −$4M |
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