Altimeter Capital Management, LP
Founded by Brad Gerstner · Portfolio as of Q4 2024
Top Holdings24 positions
META PLATFORMS | 1.8M | $1.1B | 19.4% | $155.01 | +275.57% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA | 7.8M | $1.1B | 19.0% | $23.20 | +477.37% | 9 qtrssince 2022-Q4 | Increased 63 |
SNOWFLAKE INC | 5M | $768.7M | 13.9% | $244.02 | -36.72% | 18 qtrssince 2020-Q3 | Decreased 0 |
MICROSOFT | 993,480 | $418.8M | 7.6% | $182.68 | +127.60% | 25 qtrssince 2018-Q4 | Decreased 0 |
UBER TECHNOLOGIES | 5.6M | $337.1M | 6.1% | $32.98 | +82.92% | 23 qtrssince 2019-Q2 | Decreased 0 |
CONFLUENT INC | 11.7M | $328.4M | 5.9% | — | — | 15 qtrssince 2021-Q2 | Decreased 0 |
AMAZON.COM | 871,225 | $191.1M | 3.4% | $136.92 | +60.23% | 7 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET - CLASS A | 867,305 | $164.2M | 3.0% | $172.35 | +9.20% | 4 qtrssince 2024-Q1 | Increased 67 |
TESLA INC | 355,130 | $143.4M | 2.6% | $261.63 | +55.74% | 2 qtrssince 2024-Q3 | Decreased 0 |
COUPANG INC | 6M | $131.6M | 2.4% | $19.73 | +11.39% | 4 qtrssince 2024-Q1 | Decreased 0 |
RUBRIK INC. | 1.6M | $107.3M | 1.9% | $31.99 | +104.30% | 3 qtrssince 2024-Q2 | Decreased 0 |
MAPLEBEAR INC | 2.5M | $105.1M | 1.9% | $41.42 | 0.00% | 1 qtr | New 69 |
TAIWAN SEMICONDUCTOR ADR | 504,380 | $99.6M | 1.8% | $169.49 | +14.08% | 2 qtrssince 2024-Q3 | Decreased 0 |
FLUTTER ENTMT PLC SHS | 380,315 | $98.3M | 1.8% | $258.45 | 0.00% | 1 qtr | New 69 |
ZILLOW GROUP INC | 1.3M | $96.3M | 1.7% | — | — | 2 qtrssince 2024-Q3 | Increased 67 |
SALESFORCE | 271,725 | $90.8M | 1.6% | $256.14 | +3.38% | 3 qtrssince 2024-Q2 | Decreased 0 |
ASTERA LABS INC | 584,430 | $77.4M | 1.4% | $92.58 | +43.07% | 4 qtrssince 2024-Q1 | Increased 65 |
SAMSARA INC | 1.5M | $63.7M | 1.1% | $40.04 | +9.12% | 3 qtrssince 2024-Q2 | Increased 48 |
TWILIO INC | 582,915 | $63M | 1.1% | $108.08 | -9.41% | 1 qtr | New 68 |
MERCADOLIBRE | 36,255 | $61.6M | 1.1% | $1,685.46 | +0.89% | 6 qtrssince 2023-Q3 | Decreased 0 |
Altimeter Capital Management, LP manages $5.5B across 24 positions as of Q4 2024. Top holdings: META (19.4%), NVDA (19.0%), SNOW (13.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 5 new positions, exited 4, increased 5, trimmed 13. Top move: CART (NEW, conviction 69). Portfolio: $5.5B across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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