Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 24
- +1 vs. Q3 2024
- Portfolio value
- $5.55B
- −$1.21B (−17.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,842,186 | $1.08B | 19.4% | −421,815−18.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 7,845,769 | $1.05B | 19.0% | +49,180+0.6% | Added | History |
| SNOWSnowflake Inc. | Stock | 4,978,310 | $768.7M | 13.9% | −3,669,649−42.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 993,480 | $418.8M | 7.6% | −592,420−37.4% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 5,588,792 | $337.1M | 6.1% | −7,747,808−58.1% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 11,746,370 | $328.4M | 5.9% | −1,880,094−13.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 871,225 | $191.1M | 3.4% | −31,065−3.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 867,305 | $164.2M | 3.0% | +205,660+31.1% | Added | History |
| TSLATesla, Inc. | Stock | 355,130 | $143.4M | 2.6% | −307,270−46.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 5,985,890 | $131.6M | 2.4% | −573,785−8.7% | Reduced | History |
| RBRKRubrik, Inc. | Stock | 1,642,098 | $107.3M | 1.9% | −6,500−0.4% | Reduced | History |
| CARTMaplebear Inc. | COM | 2,537,618 | $105.1M | 1.9% | +2,537,618 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 504,380 | $99.6M | 1.8% | −14,910−2.9% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 380,315 | $98.3M | 1.8% | +380,315 | New | History |
| ZZillow Group, Inc. | CL C CAP STK | 1,300,738 | $96.3M | 1.7% | +445,158+52.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 271,725 | $90.8M | 1.6% | −186,010−40.6% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 584,430 | $77.4M | 1.4% | +184,430+46.1% | Added | History |
| IOTSamsara Inc. | Stock | 1,458,148 | $63.7M | 1.1% | +5,215+0.4% | Added | History |
| TWLOTwilio Inc | CL A | 582,915 | $63.0M | 1.1% | +582,915 | New | History |
| MELIMercadolibre Inc | COM | 36,255 | $61.6M | 1.1% | −25,205−41.0% | Reduced | History |
| MUMicron Technology Inc | Stock | 614,595 | $51.7M | 0.9% | +614,595 | New | History |
| DUOLDuolingo, Inc. | CL A COM | 30,375 | $9.85M | 0.2% | −161,250−84.1% | Reduced | History |
| TTANServiceTitan, Inc. | SHS CL A | 40,000 | $4.11M | 0.1% | +40,000 | New | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $1.43M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Kraneshares Trust500767306 | CSI CHI INTERNET | 5,671,010 | $192.9M | 2.9% | – |
| AVGOBroadcom Inc. | Stock | 396,895 | $68.5M | 1.0% | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 575,750 | $55.1M | 0.8% | History |
| LINELineage, Inc. | COM | 400,000 | $31.4M | 0.5% | History |