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
| NVDA - Nvidia | 18.81% | Reduce −7.4% | 7,644,898 | $186.58 | $1.4B | −607,262 | +$123M |
| META - Meta Platforms · CL A | 18.07% | Reduce −0.6% | 1,865,938 | $734.38 | $1.4B | −11,363 | −$15M |
| MSFT - Microsoft | 7.94% | Add +9.8% | 1,162,092 | $517.95 | $602M | +103,971 | +$76M |
| SNOW - Snowflake | 7.22% | Reduce −14.1% | 2,428,384 | $225.55 | $548M | −397,246 | −$85M |
| UBER - UBER Technologies | 7.22% | Reduce −6.1% | 5,588,792 | $97.97 | $548M | −364,312 | −$8M |
| AMZN - Amazon | 6.28% | Add +48.0% | 2,167,474 | $219.57 | $476M | +702,611 | +$155M |
| HOOD - Robinhood Mkts · CL A | 4.90% | Reduce −20.0% | 2,596,875 | $143.18 | $372M | −648,582 | +$68M |
| CPNG - Coupang · CL A | 4.26% | Reduce −12.3% | 10,024,584 | $32.20 | $323M | −1,408,114 | −$20M |
| TSM - Taiwan Semiconductor Mfg | 3.94% | Add +23.2% | 1,068,677 | $279.29 | $298M | +201,468 | +$102M |
| AVGO - Broadcom | 3.24% | New | 744,776 | $329.91 | $246M | +744,776 | +$246M |
| Confluent · CLASS A | 2.95% | Reduce −27.5% | 11,281,793 | $19.80 | $223M | −4,271,183 | −$164M |
| PDD - Pinduoduo | 2.39% | New | 1,371,680 | $132.17 | $181M | +1,371,680 | +$181M |
| BABA - Alibaba Group | 2.28% | New | 969,100 | $178.73 | $173M | +969,100 | +$173M |
| Z - Zillow Group · CL C | 2.22% | Reduce −8.4% | 2,187,421 | $77.05 | $169M | −200,351 | +$1M |
| ARM | 2.05% | Add +17.7% | 1,098,139 | $141.49 | $155M | +164,931 | +$4M |
| SNPS - Synopsys | 1.68% | New | 258,280 | $493.39 | $127M | +258,280 | +$127M |
| CART - Maplebear | 1.61% | Reduce −21.1% | 3,324,951 | $36.76 | $122M | −891,817 | −$69M |
| MELI - Mercadolibre | 1.17% | Reduce −18.7% | 37,841 | $2,337 | $88M | −8,698 | −$33M |
| GOOGL - Alphabet · CL A | 1.00% | New | 313,132 | $243.10 | $76M | +313,132 | +$76M |
| GEMI - Gemini Space Sta · CL A | 0.51% | New | 1,600,000 | $23.96 | $38M | +1,600,000 | +$38M |
| Pattern Group | 0.13% | New | 721,430 | $13.70 | $10M | +721,430 | +$10M |
| NTSK - Netskope · CL A | 0.10% | New | 325,000 | $22.73 | $7M | +325,000 | +$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IOT - Samsara · CL A | 1.72% | Exit | 0 | $39.78 | $119M | −2,990,578 | −$119M |
| DDOG - Datadog · CL A | 1.71% | Exit | 0 | $134.33 | $118M | −881,730 | −$118M |
| CRWV - Coreweave · CL A | 1.53% | Exit | 0 | $163.06 | $106M | −649,536 | −$106M |
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