Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 23
- +3 vs. Q2 2024
- Portfolio value
- $6.75B
- +$22.0M (+0.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 2,264,001 | $1.30B | 19.2% | −28,660−1.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 13,336,600 | $1.00B | 14.8% | −178,460−1.3% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 8,647,959 | $993.3M | 14.7% | −902,787−9.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 7,796,589 | $946.8M | 14.0% | +55,779+0.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,585,900 | $682.4M | 10.1% | −39,740−2.4% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 13,626,464 | $277.7M | 4.1% | +737,406+5.7% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 5,671,010 | $192.9M | 2.9% | +5,671,010 | New | – |
| TSLATesla, Inc. | Stock | 662,400 | $173.3M | 2.6% | +662,400 | New | History |
| AMZNAmazon Com Inc | Stock | 902,290 | $168.1M | 2.5% | −532,040−37.1% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 6,559,675 | $161.0M | 2.4% | +1,263,930+23.9% | Added | History |
| MELIMercadolibre Inc | COM | 61,460 | $126.1M | 1.9% | +9,640+18.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 457,735 | $125.3M | 1.9% | +94,145+25.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 661,645 | $109.7M | 1.6% | −12,885−1.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 519,290 | $90.2M | 1.3% | +519,290 | New | History |
| IOTSamsara Inc. | Stock | 1,452,933 | $69.9M | 1.0% | +637,273+78.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 396,895 | $68.5M | 1.0% | +396,895 | New | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 575,750 | $55.1M | 0.8% | +575,750 | New | History |
| ZZillow Group, Inc. | CL C CAP STK | 855,580 | $54.6M | 0.8% | +855,580 | New | History |
| DUOLDuolingo, Inc. | CL A COM | 191,625 | $54.0M | 0.8% | +191,625 | New | History |
| RBRKRubrik, Inc. | Stock | 1,648,598 | $53.0M | 0.8% | +1,473,598+842.1% | Added | History |
| LINELineage, Inc. | COM | 400,000 | $31.4M | 0.5% | +400,000 | New | History |
| ALABAstera Labs, Inc. | Stock | 400,000 | $21.0M | 0.3% | 00.0% | Unchanged | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $849.2K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2024 (5)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,714,185 | $227.9M | 3.4% | History |
| APHAmphenol Corp | CL A | 2,025,300 | $136.4M | 2.0% | History |
| DELLDell Technologies Inc. | Stock | 493,940 | $68.1M | 1.0% | History |
| AAPLApple Inc. | Stock | 271,370 | $57.2M | 0.8% | History |
| WBTNWEBTOON Entertainment Inc. | COM | 120,000 | $2.74M | <0.1% | History |