Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 20
- +3 vs. Q1 2024
- Portfolio value
- $6.73B
- +$222.3M (+3.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNOWSnowflake Inc. | Stock | 9,550,746 | $1.29B | 19.2% | −730,343−7.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 2,292,661 | $1.16B | 17.2% | −64,740−2.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 13,515,060 | $982.3M | 14.6% | +178,460+1.3% | Added | History |
| NVDANVIDIA Corp | Stock | 7,740,810 | $956.3M | 14.2% | −190,640−2.4% | ReducedConverted for a 10-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 1,625,640 | $726.6M | 10.8% | −24,230−1.5% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 12,889,058 | $380.6M | 5.7% | −106,445−0.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,434,330 | $277.2M | 4.1% | −72,975−4.8% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,714,185 | $227.9M | 3.4% | −53,746−3.0% | Reduced | History |
| APHAmphenol Corp | CL A | 2,025,300 | $136.4M | 2.0% | +2,025,300 | New | History |
| GOOGLAlphabet Inc. | Stock | 674,530 | $122.9M | 1.8% | +388,100+135.5% | Added | History |
| CPNGCoupang, Inc. | CL A | 5,295,745 | $110.9M | 1.6% | +1,328,900+33.5% | Added | History |
| CRMSalesforce, Inc. | Stock | 363,590 | $93.5M | 1.4% | +363,590 | New | History |
| MELIMercadolibre Inc | COM | 51,820 | $85.2M | 1.3% | +45,575+729.8% | Added | History |
| DELLDell Technologies Inc. | Stock | 493,940 | $68.1M | 1.0% | +4,690+1.0% | Added | History |
| AAPLApple Inc. | Stock | 271,370 | $57.2M | 0.8% | +271,370 | New | History |
| IOTSamsara Inc. | Stock | 815,660 | $27.5M | 0.4% | +815,660 | New | History |
| ALABAstera Labs, Inc. | Stock | 400,000 | $24.2M | 0.4% | 00.0% | Unchanged | History |
| RBRKRubrik, Inc. | Stock | 175,000 | $5.37M | 0.1% | +175,000 | New | History |
| WBTNWEBTOON Entertainment Inc. | COM | 120,000 | $2.74M | <0.1% | +120,000 | New | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $561.9K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.