Altimeter Capital Management
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Brad Gerstner's Altimeter Capital Management reported 22 stock positions worth $6.8 billion. Its top holding was Meta Platforms Class A (META) at 19.2% of the portfolio, followed by Uber Technologies (UBER, 14.8%) and Snowflake (SNOW, 14.7%). Compared with Q2 2024, it opened 8 new positions, sold out of 5, added to 7 and reduced 6. The biggest buy was a new position in Kranesh Csi China Internet (KWEB) and the biggest sale Snowflake (SNOW, shares −9%).
- Most Recent 13F
- Q2 2026
- Notable People
- Brad Gerstner
- Location
- MENLO PARK, CA
- CIK
- 0001541617
- Portfolio Value
- $6.8B (Q3 2024)
- SEC Filing
- 0001541617-24-000009 ↗ filed Nov 14, 2024
Holdings Value
Holdings 22 stocks · $6.8B
| META Meta Platforms Inc. Class A | 19.19% | 2,264,001 | $1.3B | Reduce -1.3% |
| UBER Uber Technologies Inc. | 14.84% | 13,336,600 | $1.0B | Reduce -1.3% |
| SNOW Snowflake Inc. | 14.71% | 8,647,959 | $993.3M | Reduce -9.4% |
| NVDA Nvidia Corp. | 14.02% | 7,796,589 | $946.8M | Add +0.7% |
| MSFT Microsoft Corp. | 10.11% | 1,585,900 | $682.4M | Reduce -2.4% |
| CFLT Confluent Inc. Class A | 4.11% | 13,626,464 | $277.7M | Add +5.7% |
| KWEB Kranesh Csi China Internet | 2.86% | 5,671,010 | $192.9M | New |
| TSLA Tesla Inc. | 2.57% | 662,400 | $173.3M | New |
| AMZN Amazon.com Inc. | 2.49% | 902,290 | $168.1M | Reduce -37.1% |
| CPNG Coupang Inc. | 2.38% | 6,559,675 | $161.0M | Add +23.9% |
| MELI MercadoLibre Inc. | 1.87% | 61,460 | $126.1M | Add +18.6% |
| CRM Salesforce Inc. | 1.86% | 457,735 | $125.3M | Add +25.9% |
| GOOGL Alphabet Inc. Class A | 1.63% | 661,645 | $109.7M | Reduce -1.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.34% | 519,290 | $90.2M | New |
| IOT Samsara Inc. Class A | 1.04% | 1,452,933 | $69.9M | Add +78.1% |
| AVGO Broadcom Inc. | 1.01% | 396,895 | $68.5M | New |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 0.82% | 575,750 | $55.1M | New |
| Z Zillow Group Inc. Class C | 0.81% | 855,580 | $54.6M | New |
| DUOL Duolingo | 0.80% | 191,625 | $54.0M | New |
| RBRK Rubrik Inc. Class A | 0.78% | 1,648,598 | $53.0M | Add +842.1% |
| LINE Lineage Inc. | 0.46% | 400,000 | $31.4M | New |
| ALAB Astera Labs Inc. | 0.31% | 400,000 | $21.0M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $849K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AGCWW Altimeter Growth Corp. -CW25 | *W EXP 09/30/202 | 3,502,000 | $849K | No change |
Total filed on the 13F, all lines: $6.8B.
Portfolio Sells Q2 2024 → Q3 2024
| SNOW Snowflake Inc. | Reduce -9.4% | 14.71% | −4.46 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −3.39 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −2.03 |
| AMZN Amazon.com Inc. | Reduce -37.1% | 2.49% | −1.63 |
| DELL Dell Technologies -C | Sold out | 0.00% | −1.01 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.85 |
| MSFT Microsoft Corp. | Reduce -2.4% | 10.11% | −0.69 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 1.63% | −0.20 |
| WBTN Webtoon Entertainment Inc. | Sold out | 0.00% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -1.3% | 14.84% | +0.25 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 19.19% | +2.02 |
Portfolio Buys Q2 2024 → Q3 2024
| KWEB Kranesh Csi China Internet | New | 2.86% | +2.86 |
| TSLA Tesla Inc. | New | 2.57% | +2.57 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.34% | +1.34 |
| AVGO Broadcom Inc. | New | 1.01% | +1.01 |
| FUTU Futu Holdings Ltd.-ADR | New | 0.82% | +0.82 |
| Z Zillow Group Inc. Class C | New | 0.81% | +0.81 |
| DUOL Duolingo | New | 0.80% | +0.80 |
| CPNG Coupang Inc. | Add +23.9% | 2.38% | +0.74 |
| RBRK Rubrik Inc. Class A | Add +842.1% | 0.78% | +0.71 |
| IOT Samsara Inc. Class A | Add +78.1% | 1.04% | +0.63 |
| MELI MercadoLibre Inc. | Add +18.6% | 1.87% | +0.60 |
| CRM Salesforce Inc. | Add +25.9% | 1.86% | +0.47 |
| LINE Lineage Inc. | New | 0.46% | +0.46 |
| NVDA Nvidia Corp. | Add +0.7% | 14.02% | −0.19 |
| CFLT Confluent Inc. Class A | Add +5.7% | 4.11% | −1.54 |
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 |