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 | 28.57% | Add +15.3% | 9,336,039 | $174.40 | $1.6B | +1,236,266 | +$118M |
| META - Meta Platforms · CL A | 19.61% | Add +5.9% | 1,953,373 | $572.13 | $1.1B | +108,005 | −$101M |
| UBER - UBER Technologies | 10.06% | Add +42.6% | 7,971,772 | $71.93 | $573M | +2,382,980 | +$117M |
| TSM - Taiwan Semiconductor Mfg | 8.10% | Add +12.0% | 1,365,675 | $337.95 | $462M | +146,448 | +$91M |
| MSFT - Microsoft | 7.69% | Reduce −7.3% | 1,183,632 | $370.17 | $438M | −93,720 | −$180M |
| AMZN - Amazon | 7.64% | Reduce −5.7% | 2,089,558 | $208.27 | $435M | −126,102 | −$76M |
| CRWV - Coreweave · CL A | 6.12% | Add +40.0% | 4,499,075 | $77.47 | $349M | +1,285,845 | +$118M |
| SNOW - Snowflake | 5.10% | Reduce −5.0% | 1,926,250 | $150.82 | $291M | −101,354 | −$154M |
| ARM | 4.55% | New | 1,715,440 | $151.28 | $260M | +1,715,440 | +$260M |
| AXON - Axon Enterprise | 1.11% | New | 148,986 | $424.69 | $63M | +148,986 | +$63M |
| HOOD - Robinhood Mkts · CL A | 1.09% | Reduce −30.4% | 899,691 | $69.30 | $62M | −393,601 | −$84M |
| AVGO - Broadcom | 0.36% | Add +108.8% | 67,094 | $309.51 | $21M | +34,965 | +$10M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CPNG - Coupang · CL A | 5.55% | Exit | 0 | $23.59 | $370M | −15,676,794 | −$370M |
| Confluent · CLASS A | 3.15% | Exit | 0 | $30.24 | $210M | −6,933,250 | −$210M |
| GOOGL - Alphabet · CL A | 2.44% | Exit | 0 | $313.00 | $163M | −519,290 | −$163M |
| Z - Zillow Group · CL C | 2.24% | Exit | 0 | $68.22 | $149M | −2,187,421 | −$149M |
| MELI - Mercadolibre | 2.07% | Exit | 0 | $2,014 | $138M | −68,480 | −$138M |
| SHOP - Shopify · CL A | 1.38% | Exit | 0 | $160.97 | $92M | −570,210 | −$92M |
| BE - Bloom Energy · CL A | 0.34% | Exit | 0 | $86.89 | $23M | −260,730 | −$23M |
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