Altimeter Capital Management
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Brad Gerstner's Altimeter Capital Management reported 19 stock positions worth $6.7 billion. Its top holding was Snowflake (SNOW) at 19.2% of the portfolio, followed by Meta Platforms Class A (META, 17.2%) and Uber Technologies (UBER, 14.6%). Compared with Q1 2024, it opened 6 new positions, sold out of 3, added to 5 and reduced 7. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale Snowflake (SNOW, shares −7%).
- Most Recent 13F
- Q2 2026
- Notable People
- Brad Gerstner
- Location
- MENLO PARK, CA
- CIK
- 0001541617
- Portfolio Value
- $6.7B (Q2 2024)
- SEC Filing
- 0001541617-24-000007 ↗ filed Aug 14, 2024
Holdings Value
Holdings 19 stocks · $6.7B
| SNOW Snowflake Inc. | 19.17% | 9,550,746 | $1.3B | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 17.17% | 2,292,661 | $1.2B | Reduce -2.8% |
| UBER Uber Technologies Inc. | 14.59% | 13,515,060 | $982.3M | Add +1.3% |
| NVDA Nvidia Corp. | 14.21% | 7,740,810 | $956.3M | Reduce -2.4% |
| MSFT Microsoft Corp. | 10.79% | 1,625,640 | $726.6M | Reduce -1.5% |
| CFLT Confluent Inc. Class A | 5.65% | 12,889,058 | $380.6M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 4.12% | 1,434,330 | $277.2M | Reduce -4.8% |
| PDD PDD Holdings Inc. | 3.39% | 1,714,185 | $227.9M | Reduce -3.0% |
| APH Amphenol Corp. Class A | 2.03% | 2,025,300 | $136.4M | New |
| GOOGL Alphabet Inc. Class A | 1.83% | 674,530 | $122.9M | Add +135.5% |
| CPNG Coupang Inc. | 1.65% | 5,295,745 | $110.9M | Add +33.5% |
| CRM Salesforce Inc. | 1.39% | 363,590 | $93.5M | New |
| MELI MercadoLibre Inc. | 1.27% | 51,820 | $85.2M | Add +729.8% |
| DELL Dell Technologies -C | 1.01% | 493,940 | $68.1M | Add +1.0% |
| AAPL Apple Inc. | 0.85% | 271,370 | $57.2M | New |
| IOT Samsara Inc. Class A | 0.41% | 815,660 | $27.5M | New |
| ALAB Astera Labs Inc. | 0.36% | 400,000 | $24.2M | No change |
| RBRK Rubrik Inc. Class A | 0.08% | 175,000 | $5.4M | New |
| WBTN Webtoon Entertainment Inc. | 0.04% | 120,000 | $2.7M | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $562K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AGCWW Altimeter Growth Corp. -CW25 | *W EXP 09/30/202 | 3,502,000 | $562K | No change |
Total filed on the 13F, all lines: $6.7B.
Portfolio Sells Q1 2024 → Q2 2024
| SNOW Snowflake Inc. | Reduce -7.1% | 19.17% | −6.36 |
| TSLA Tesla Inc. | Sold out | 0.00% | −1.59 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.81 |
| CFLT Confluent Inc. Class A | Reduce -0.8% | 5.65% | −0.44 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 17.17% | −0.41 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -4.8% | 4.12% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.5% | 10.79% | +0.13 |
| PDD PDD Holdings Inc. | Reduce -3.0% | 3.39% | +0.23 |
| NVDA Nvidia Corp. | Reduce -2.4% | 14.21% | +3.20 |
Portfolio Buys Q1 2024 → Q2 2024
| APH Amphenol Corp. Class A | New | 2.03% | +2.03 |
| CRM Salesforce Inc. | New | 1.39% | +1.39 |
| GOOGL Alphabet Inc. Class A | Add +135.5% | 1.83% | +1.16 |
| MELI MercadoLibre Inc. | Add +729.8% | 1.27% | +1.12 |
| AAPL Apple Inc. | New | 0.85% | +0.85 |
| CPNG Coupang Inc. | Add +33.5% | 1.65% | +0.56 |
| IOT Samsara Inc. Class A | New | 0.41% | +0.41 |
| DELL Dell Technologies -C | Add +1.0% | 1.01% | +0.15 |
| RBRK Rubrik Inc. Class A | New | 0.08% | +0.08 |
| WBTN Webtoon Entertainment Inc. | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | Add +1.3% | 14.59% | −1.18 |
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 |