Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 11
- 0 vs. Q2 2023
- Portfolio value
- $5.27B
- −$259.9M (−4.7%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 15,400,134 | $2.35B | 44.7% | +30,675+0.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,404,781 | $721.9M | 13.7% | +176,905+7.9% | Added | History |
| UBERUber Technologies, Inc | Stock | 13,336,600 | $613.4M | 11.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,652,960 | $521.9M | 9.9% | +119,825+7.8% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 16,611,943 | $491.9M | 9.3% | +306,000+1.9% | Added | History |
| NVDANVIDIA Corp | Stock | 772,210 | $335.9M | 6.4% | +31,640+4.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,254,720 | $159.5M | 3.0% | +848,190+208.6% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 646,280 | $63.4M | 1.2% | +646,280 | New | History |
| MELIMercadolibre Inc | COM | 2,980 | $3.78M | 0.1% | +2,980 | New | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 379,270 | $2.58M | <0.1% | +379,270 | New | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $1.21M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2023 (3)
Positions held at the end of Q2 2023 that are gone from this filing.