Altimeter Capital Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Brad Gerstner's Altimeter Capital Management reported 23 stock positions worth $5.5 billion. Its top holding was Meta Platforms Class A (META) at 19.5% of the portfolio, followed by Nvidia (NVDA, 19.0%) and Snowflake (SNOW, 13.9%). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 5 and reduced 13. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Uber Technologies (UBER, shares −58%).
- Most Recent 13F
- Q2 2026
- Notable People
- Brad Gerstner
- Location
- MENLO PARK, CA
- CIK
- 0001541617
- Portfolio Value
- $5.5B (Q4 2024)
- SEC Filing
- 0001541617-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $5.5B
| META Meta Platforms Inc. Class A | 19.45% | 1,842,186 | $1.1B | Reduce -18.6% |
| NVDA Nvidia Corp. | 19.00% | 7,845,769 | $1.1B | Add +0.6% |
| SNOW Snowflake Inc. | 13.86% | 4,978,310 | $768.7M | Reduce -42.4% |
| MSFT Microsoft Corp. | 7.55% | 993,480 | $418.8M | Reduce -37.4% |
| UBER Uber Technologies Inc. | 6.08% | 5,588,792 | $337.1M | Reduce -58.1% |
| CFLT Confluent Inc. Class A | 5.92% | 11,746,370 | $328.4M | Reduce -13.8% |
| AMZN Amazon.com Inc. | 3.45% | 871,225 | $191.1M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 2.96% | 867,305 | $164.2M | Add +31.1% |
| TSLA Tesla Inc. | 2.59% | 355,130 | $143.4M | Reduce -46.4% |
| CPNG Coupang Inc. | 2.37% | 5,985,890 | $131.6M | Reduce -8.8% |
| RBRK Rubrik Inc. Class A | 1.94% | 1,642,098 | $107.3M | Reduce -0.4% |
| CART Maplebear Inc. | 1.90% | 2,537,618 | $105.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.80% | 504,380 | $99.6M | Reduce -2.9% |
| FLUT Flutter Entertainment PLC-Di | 1.77% | 380,315 | $98.3M | New |
| Z Zillow Group Inc. Class C | 1.74% | 1,300,738 | $96.3M | Add +52.0% |
| CRM Salesforce Inc. | 1.64% | 271,725 | $90.8M | Reduce -40.6% |
| ALAB Astera Labs Inc. | 1.40% | 584,430 | $77.4M | Add +46.1% |
| IOT Samsara Inc. Class A | 1.15% | 1,458,148 | $63.7M | Add +0.4% |
| TWLO Twilio Inc. Class A | 1.14% | 582,915 | $63.0M | New |
| MELI MercadoLibre Inc. | 1.11% | 36,255 | $61.6M | Reduce -41.0% |
| MU Micron Technology Inc. | 0.93% | 614,595 | $51.7M | New |
| DUOL Duolingo | 0.18% | 30,375 | $9.8M | Reduce -84.2% |
| TTAN Servicetitan Inc. Class A | 0.07% | 40,000 | $4.1M | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AGCWW Altimeter Growth Corp. -CW25 | *W EXP 09/30/202 | 3,502,000 | $1.4M | No change |
Total filed on the 13F, all lines: $5.5B.
Portfolio Sells Q3 2024 → Q4 2024
| UBER Uber Technologies Inc. | Reduce -58.1% | 6.08% | −8.76 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −2.86 |
| MSFT Microsoft Corp. | Reduce -37.4% | 7.55% | −2.55 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.01 |
| SNOW Snowflake Inc. | Reduce -42.4% | 13.86% | −0.85 |
| FUTU Futu Holdings Ltd.-ADR | Sold out | 0.00% | −0.82 |
| MELI MercadoLibre Inc. | Reduce -41.0% | 1.11% | −0.76 |
| DUOL Duolingo | Reduce -84.2% | 0.18% | −0.62 |
| LINE Lineage Inc. | Sold out | 0.00% | −0.46 |
| CRM Salesforce Inc. | Reduce -40.6% | 1.64% | −0.22 |
| CPNG Coupang Inc. | Reduce -8.8% | 2.37% | −0.01 |
| TSLA Tesla Inc. | Reduce -46.4% | 2.59% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -18.6% | 19.45% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.9% | 1.80% | +0.46 |
| AMZN Amazon.com Inc. | Reduce -3.4% | 3.45% | +0.96 |
| RBRK Rubrik Inc. Class A | Reduce -0.4% | 1.94% | +1.15 |
| CFLT Confluent Inc. Class A | Reduce -13.8% | 5.92% | +1.81 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +0.6% | 19.00% | +4.98 |
| CART Maplebear Inc. | New | 1.90% | +1.90 |
| FLUT Flutter Entertainment PLC-Di | New | 1.77% | +1.77 |
| GOOGL Alphabet Inc. Class A | Add +31.1% | 2.96% | +1.34 |
| TWLO Twilio Inc. Class A | New | 1.14% | +1.14 |
| ALAB Astera Labs Inc. | Add +46.1% | 1.40% | +1.09 |
| MU Micron Technology Inc. | New | 0.93% | +0.93 |
| Z Zillow Group Inc. Class C | Add +52.0% | 1.74% | +0.93 |
| IOT Samsara Inc. Class A | Add +0.4% | 1.15% | +0.11 |
| TTAN Servicetitan Inc. Class A | New | 0.07% | +0.07 |
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 |