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 | 22.68% | Add +6.0% | 8,099,773 | $186.50 | $1.5B | +454,875 | +$84M |
| META - Meta Platforms · CL A | 18.28% | Reduce −1.1% | 1,845,368 | $660.09 | $1.2B | −20,570 | −$152M |
| MSFT - Microsoft | 9.27% | Add +9.9% | 1,277,352 | $483.62 | $618M | +115,260 | +$16M |
| AMZN - Amazon | 7.68% | Add +2.2% | 2,215,660 | $230.82 | $511M | +48,186 | +$36M |
| UBER - UBER Technologies | 6.85% | Hold | 5,588,792 | $81.71 | $457M | — | — |
| SNOW - Snowflake | 6.68% | Reduce −16.5% | 2,027,604 | $219.36 | $445M | −400,780 | −$103M |
| TSM - Taiwan Semiconductor Mfg | 5.56% | Add +14.1% | 1,219,227 | $303.89 | $371M | +150,550 | +$72M |
| CPNG - Coupang · CL A | 5.55% | Add +56.4% | 15,676,794 | $23.59 | $370M | +5,652,210 | +$47M |
| CRWV - Coreweave · CL A | 3.45% | New | 3,213,230 | $71.61 | $230M | +3,213,230 | +$230M |
| Confluent · CLASS A | 3.15% | Reduce −38.5% | 6,933,250 | $30.24 | $210M | −4,348,543 | −$14M |
| GOOGL - Alphabet · CL A | 2.44% | Add +65.8% | 519,290 | $313.00 | $163M | +206,158 | +$86M |
| Z - Zillow Group · CL C | 2.24% | Hold | 2,187,421 | $68.22 | $149M | — | — |
| HOOD - Robinhood Mkts · CL A | 2.20% | Reduce −50.2% | 1,293,292 | $113.10 | $146M | −1,303,583 | −$226M |
| MELI - Mercadolibre | 2.07% | Add +81.0% | 68,480 | $2,014 | $138M | +30,639 | +$50M |
| SHOP - Shopify · CL A | 1.38% | New | 570,210 | $160.97 | $92M | +570,210 | +$92M |
| BE - Bloom Energy · CL A | 0.34% | New | 260,730 | $86.89 | $23M | +260,730 | +$23M |
| AVGO - Broadcom | 0.17% | Reduce −95.7% | 32,129 | $346.10 | $11M | −712,647 | −$235M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PDD - Pinduoduo | 2.39% | Exit | 0 | $132.17 | $181M | −1,371,680 | −$181M |
| BABA - Alibaba Group | 2.28% | Exit | 0 | $178.73 | $173M | −969,100 | −$173M |
| ARM | 2.05% | Exit | 0 | $141.49 | $155M | −1,098,139 | −$155M |
| SNPS - Synopsys | 1.68% | Exit | 0 | $493.39 | $127M | −258,280 | −$127M |
| CART - Maplebear | 1.61% | Exit | 0 | $36.76 | $122M | −3,324,951 | −$122M |
| GEMI - Gemini Space Sta · CL A | 0.51% | Exit | 0 | $23.96 | $38M | −1,600,000 | −$38M |
| Pattern Group | 0.13% | Exit | 0 | $13.70 | $10M | −721,430 | −$10M |
| NTSK - Netskope · CL A | 0.10% | Exit | 0 | $22.73 | $7M | −325,000 | −$7M |
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