Altimeter Capital Management, LP
Founded by Brad Gerstner · Portfolio as of Q3 2025
Top Holdings23 positions
NVIDIA | 7.6M | $1.4B | 18.8% | $41.14 | +352.42% | 12 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS | 1.9M | $1.4B | 18.1% | $167.88 | +335.96% | 28 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT | 1.2M | $601.9M | 7.9% | $234.44 | +119.13% | 28 qtrssince 2018-Q4 | Increased 68 |
SNOWFLAKE INC | 2.4M | $547.7M | 7.2% | $244.02 | -7.57% | 21 qtrssince 2020-Q3 | Decreased 0 |
UBER TECHNOLOGIES | 5.6M | $547.5M | 7.2% | $36.40 | +169.14% | 26 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM | 2.2M | $475.9M | 6.3% | $183.96 | +19.36% | 10 qtrssince 2023-Q2 | Increased 84 |
ROBINHOOD MKTS INC | 2.6M | $371.8M | 4.9% | $47.39 | +202.16% | 3 qtrssince 2025-Q1 | Decreased 0 |
COUPANG INC | 10M | $322.8M | 4.3% | $23.58 | +36.54% | 7 qtrssince 2024-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR ADR | 1.1M | $298.5M | 3.9% | $233.40 | +18.41% | 2 qtrssince 2025-Q2 | Increased 70 |
BROADCOM | 744,776 | $245.7M | 3.2% | $327.48 | 0.00% | 1 qtr | New 86 |
CONFLUENT INC | 11.3M | $223.4M | 2.9% | — | — | 18 qtrssince 2021-Q2 | Decreased 0 |
PDD HOLDINGS INC | 1.4M | $181.3M | 2.4% | $132.17 | -14.21% | 1 qtr | New 80 |
ALIBABA GROUP HLDG LTD | 969,100 | $173.2M | 2.3% | $177.10 | -17.99% | 1 qtr | New 80 |
ZILLOW GROUP INC | 2.2M | $168.5M | 2.2% | — | — | 5 qtrssince 2024-Q3 | Decreased 0 |
ARM HOLDINGS PLC | 1.1M | $155.4M | 2.0% | $149.91 | -5.62% | 3 qtrssince 2025-Q1 | Increased 62 |
SYNOPSYS | 258,280 | $127.4M | 1.7% | $493.39 | 0.00% | 1 qtr | New 70 |
MAPLEBEAR INC | 3.3M | $122.2M | 1.6% | $41.91 | +7.32% | 4 qtrssince 2024-Q4 | Decreased 0 |
MERCADOLIBRE | 37,841 | $88.4M | 1.2% | $2,547.81 | -8.28% | 9 qtrssince 2023-Q3 | Decreased 0 |
ALPHABET - CLASS A | 313,132 | $76.1M | 1.0% | $242.47 | 0.00% | 1 qtr | New 69 |
GEMINI SPACE STA INC | 1.6M | $38.3M | 0.5% | $24.73 | -87.55% | 1 qtr | New 58 |
Altimeter Capital Management, LP manages $7.6B across 23 positions as of Q3 2025. Top holdings: NVDA (18.8%), META (18.1%), MSFT (7.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 8 new positions, 3 exits, 4 increased. Top move: AVGO (NEW, conviction 86). Portfolio: $7.6B across 23 positions.
Top holdings by portfolio weight
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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
Verify source filings on SEC EDGAR