Altimeter Capital Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Brad Gerstner's Altimeter Capital Management reported 16 stock positions worth $6.5 billion. Its top holding was Snowflake (SNOW) at 25.5% of the portfolio, followed by Meta Platforms Class A (META, 17.6%) and Uber Technologies (UBER, 15.8%). Compared with Q4 2023, it opened 6 new positions, added to 2 and reduced 6. The biggest buy was a new position in Coupang (CPNG) and the biggest sale Snowflake (SNOW, shares −17%).
- Most Recent 13F
- Q2 2026
- Notable People
- Brad Gerstner
- Location
- MENLO PARK, CA
- CIK
- 0001541617
- Portfolio Value
- $6.5B (Q1 2024)
- SEC Filing
- 0001541617-24-000006 ↗ filed May 15, 2024
Holdings Value
Holdings 16 stocks · $6.5B
| SNOW Snowflake Inc. | 25.53% | 10,281,089 | $1.7B | Reduce -17.3% |
| META Meta Platforms Inc. Class A | 17.59% | 2,357,401 | $1.1B | Reduce -2.0% |
| UBER Uber Technologies Inc. | 15.78% | 13,336,600 | $1.0B | No change |
| NVDA Nvidia Corp. | 11.01% | 793,145 | $716.7M | Reduce -0.8% |
| MSFT Microsoft Corp. | 10.66% | 1,649,870 | $694.1M | Reduce -0.2% |
| CFLT Confluent Inc. Class A | 6.09% | 12,995,503 | $396.6M | Reduce -11.8% |
| AMZN Amazon.com Inc. | 4.18% | 1,507,305 | $271.9M | Add +20.1% |
| PDD PDD Holdings Inc. | 3.16% | 1,767,931 | $205.5M | Reduce -6.1% |
| TSLA Tesla Inc. | 1.59% | 589,700 | $103.7M | Add +276.4% |
| CPNG Coupang Inc. | 1.08% | 3,966,845 | $70.6M | New |
| DELL Dell Technologies -C | 0.86% | 489,250 | $55.8M | New |
| AVGO Broadcom Inc. | 0.81% | 39,610 | $52.5M | New |
| GOOGL Alphabet Inc. Class A | 0.66% | 286,430 | $43.2M | New |
| ALAB Astera Labs Inc. | 0.46% | 400,000 | $29.7M | New |
| COHR Coherent Corp. | 0.40% | 428,270 | $26.0M | New |
| MELI MercadoLibre Inc. | 0.15% | 6,245 | $9.4M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $654K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AGCWW Altimeter Growth Corp. -CW25 | *W EXP 09/30/202 | 3,502,000 | $654K | No change |
Total filed on the 13F, all lines: $6.5B.
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| CPNG Coupang Inc. | New | 1.08% | +1.08 |
| AMZN Amazon.com Inc. | Add +20.1% | 4.18% | +1.01 |
| TSLA Tesla Inc. | Add +276.4% | 1.59% | +0.95 |
| DELL Dell Technologies -C | New | 0.86% | +0.86 |
| AVGO Broadcom Inc. | New | 0.81% | +0.81 |
| GOOGL Alphabet Inc. Class A | New | 0.66% | +0.66 |
| ALAB Astera Labs Inc. | New | 0.46% | +0.46 |
| COHR Coherent Corp. | New | 0.40% | +0.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $9.8B | NVDA, CBRS, META, TSM, CRWV |
| Q1 2026 | 12 | $5.7B | NVDA, META, UBER, TSM, MSFT |
| Q4 2025 | 17 | $6.7B | NVDA, META, MSFT, AMZN, UBER |
| Q3 2025 | 22 | $7.6B | NVDA, META, MSFT, SNOW, UBER |
| Q2 2025 | 17 | $6.9B | META, NVDA, SNOW, UBER, MSFT |
| Q1 2025 | 21 | $5.0B | META, NVDA, QQQ, SNOW, UBER |
| Q4 2024 | 23 | $5.5B | META, NVDA, SNOW, MSFT, UBER |
| Q3 2024 | 22 | $6.8B | META, UBER, SNOW, NVDA, MSFT |
| Q2 2024 | 19 | $6.7B | SNOW, META, UBER, NVDA, MSFT |
| Q1 2024 | 16 | $6.5B | SNOW, META, UBER, NVDA, MSFT |