Altimeter Capital Management, LP
Founded by Brad Gerstner · Portfolio as of Q3 2022
Top Holdings16 positions
SNOWFLAKE INC | 17M | $2.9B | 61.8% | $244.72 | -30.39% | 9 qtrssince 2020-Q3 | Unchanged 0 |
UBER TECHNOLOGIES INC | 15.6M | $412.8M | 8.8% | $32.66 | -19.11% | 14 qtrssince 2019-Q2 | Unchanged 0 |
MICROSOFT CORP | 1.5M | $357.1M | 7.6% | $172.84 | +30.41% | 16 qtrssince 2018-Q4 | Decreased 0 |
CONFLUENT INC | 13.7M | $326M | 7.0% | $34.26 | -32.13% | 6 qtrssince 2021-Q2 | Decreased 0 |
META PLATFORMS INC | 2.3M | $318.4M | 6.8% | $135.96 | -1.15% | 16 qtrssince 2018-Q4 | Decreased 0 |
ROBLOX CORP | 2.9M | $102.1M | 2.2% | $65.45 | -45.95% | 7 qtrssince 2021-Q1 | Unchanged 0 |
OPENDOOR TECHNOLOGIES INC | 24.1M | $74.9M | 1.6% | $14.55 | -78.43% | 5 qtrssince 2021-Q3 | Decreased 0 |
PDD HOLDINGS INC | 1.1M | $68.8M | 1.5% | $62.58 | 0.00% | 1 qtr | New 71 |
TESLA INC | 173,000 | $45.9M | 1.0% | $265.25 | 0.00% | 1 qtr | New 60 |
GITLAB INC | 611,206 | $31.3M | 0.7% | $66.76 | -21.31% | 4 qtrssince 2021-Q4 | Decreased 0 |
MONGODB INC | 92,610 | $18.4M | 0.4% | $513.12 | -34.21%as of Oct 16 | 4 qtrssince 2021-Q4 | Decreased 0 |
OKTA INC | 250,000 | $14.2M | 0.3% | $151.98 | -62.63% | 16 qtrssince 2018-Q4 | Unchanged 0 |
ALTIMETER GROWTH CORP | 2.7M | $7.1M | 0.2% | — | — | 5 qtrssince 2021-Q3 | Decreased 0 |
23ANDME HOLDING CO | 1.7M | $4.7M | 0.1% | — | — | 6 qtrssince 2021-Q2 | Unchanged 0 |
UIPATH INC | 240,864 | $3M | 0.1% | $68.90 | -81.35%as of Oct 16 | 6 qtrssince 2021-Q2 | Unchanged 0 |
| 3.5M | $1.8M | 0.0% | — | — | 4 qtrssince 2021-Q4 | Unchanged 0 |
Altimeter Capital Management, LP manages $4.7B across 16 positions as of Q3 2022. Top holdings: SNOW (61.8%), UBER (8.8%), MSFT (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 2 new positions, exited 1, trimmed 7. Top move: PDD (NEW, conviction 71). Portfolio: $4.7B across 16 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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