Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 18
- −4 vs. Q1 2025
- Portfolio value
- $6.93B
- +$1.96B (+39.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,877,301 | $1.39B | 20.0% | +41,665+2.3% | Added | History |
| NVDANVIDIA Corp | Stock | 8,252,160 | $1.30B | 18.8% | +1,101,683+15.4% | Added | History |
| SNOWSnowflake Inc. | Stock | 2,825,630 | $632.3M | 9.1% | −121,754−4.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 5,953,104 | $555.4M | 8.0% | +286,802+5.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,058,121 | $526.3M | 7.6% | +83,041+8.5% | Added | History |
| CFLTConfluent, Inc. | CLASS A COM | 15,552,976 | $387.7M | 5.6% | +2,510,896+19.3% | Added | History |
| CPNGCoupang, Inc. | CL A | 11,432,698 | $342.5M | 4.9% | +3,991,253+53.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,464,863 | $321.4M | 4.6% | +419,708+40.2% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 3,245,457 | $303.9M | 4.4% | +359,743+12.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 867,209 | $196.4M | 2.8% | +867,209 | New | History |
| CARTMaplebear Inc. | COM | 4,216,768 | $190.8M | 2.8% | +868,640+25.9% | Added | History |
| ZZillow Group, Inc. | CL C CAP STK | 2,387,772 | $167.3M | 2.4% | +1,064,218+80.4% | Added | History |
| ARMArm Holdings PLC | ADR | 933,208 | $150.9M | 2.2% | +757,608+431.4% | Added | History |
| MELIMercadolibre Inc | COM | 46,539 | $121.6M | 1.8% | +43,239+1,310.3% | Added | History |
| IOTSamsara Inc. | Stock | 2,990,578 | $119.0M | 1.7% | +2,990,578 | New | History |
| DDOGDatadog, Inc. | CL A COM | 881,730 | $118.4M | 1.7% | +881,730 | New | History |
| CRWVCoreWeave, Inc. | Stock | 649,536 | $105.9M | 1.5% | −2,350,000−78.3% | Reduced | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $1.37M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 988,000 | $463.3M | 9.3% | – |
| FLUTFlutter Entertainment plc | SHS | 568,410 | $125.9M | 2.5% | History |
| BABAAlibaba Group Holding Ltd | ADR | 540,370 | $71.5M | 1.4% | History |
| ALABAstera Labs, Inc. | Stock | 981,697 | $58.6M | 1.2% | History |
| RBRKRubrik, Inc. | Stock | 832,003 | $50.7M | 1.0% | History |
| SAILSailPoint, Inc. | COM | 250,000 | $4.69M | 0.1% | History |
| TTANServiceTitan, Inc. | SHS CL A | 40,000 | $3.80M | 0.1% | History |