Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 11
- 0 vs. Q1 2023
- Portfolio value
- $5.53B
- +$974.8M (+21.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 15,369,459 | $2.70B | 48.9% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,227,876 | $639.4M | 11.6% | 00.0% | Unchanged | History |
| CFLTConfluent, Inc. | CLASS A COM | 16,305,943 | $575.8M | 10.4% | +1,814,126+12.5% | Added | History |
| UBERUber Technologies, Inc | Stock | 13,336,600 | $575.7M | 10.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,533,135 | $522.1M | 9.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 740,570 | $313.3M | 5.7% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 2,850,000 | $114.9M | 2.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 406,530 | $53.0M | 1.0% | +406,530 | New | History |
| OKTAOkta, Inc. | CL A | 250,000 | $17.3M | 0.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 85,750 | $10.3M | 0.2% | −1,049,150−92.4% | Reduced | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $1.58M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.