Altimeter Capital
SuperinvestorAltimeter Capital Management, LP
- SEC CIK
- 0001541617
- Manager
- Brad Gerstner
- Style
- Growth
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 23
- +5 vs. Q2 2025
- Portfolio value
- $7.58B
- +$651.3M (+9.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 7,644,898 | $1.43B | 18.8% | −607,262−7.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,865,938 | $1.37B | 18.1% | −11,363−0.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,162,092 | $601.9M | 7.9% | +103,971+9.8% | Added | History |
| SNOWSnowflake Inc. | Stock | 2,428,384 | $547.7M | 7.2% | −397,246−14.1% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 5,588,792 | $547.5M | 7.2% | −364,312−6.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,167,474 | $475.9M | 6.3% | +702,611+48.0% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 2,596,875 | $371.8M | 4.9% | −648,582−20.0% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 10,024,584 | $322.8M | 4.3% | −1,408,114−12.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,068,677 | $298.5M | 3.9% | +201,468+23.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 744,776 | $245.7M | 3.2% | +744,776 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 11,281,793 | $223.4M | 2.9% | −4,271,183−27.5% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,371,680 | $181.3M | 2.4% | +1,371,680 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 969,100 | $173.2M | 2.3% | +969,100 | New | History |
| ZZillow Group, Inc. | CL C CAP STK | 2,187,421 | $168.5M | 2.2% | −200,351−8.4% | Reduced | History |
| ARMArm Holdings PLC | ADR | 1,098,139 | $155.4M | 2.0% | +164,931+17.7% | Added | History |
| SNPSSynopsys Inc | COM | 258,280 | $127.4M | 1.7% | +258,280 | New | History |
| CARTMaplebear Inc. | COM | 3,324,951 | $122.2M | 1.6% | −891,817−21.1% | Reduced | History |
| MELIMercadolibre Inc | COM | 37,841 | $88.4M | 1.2% | −8,698−18.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 313,132 | $76.1M | 1.0% | +313,132 | New | History |
| GEMIGemini Space Station, Inc. | CL A COM | 1,600,000 | $38.3M | 0.5% | +1,600,000 | New | History |
| PTRNPattern Group Inc. | COM SER A | 721,430 | $9.88M | 0.1% | +721,430 | New | History |
| NTSKNetskope Inc | CL A | 325,000 | $7.39M | 0.1% | +325,000 | New | History |
| Altimeter Growth CorpG0370L116 | *W EXP 09/30/202 | 3,502,000 | $1.76M | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.