Investors
Brad Gerstner
Altimeter filings describe the firm’s reported holdings.
Source last checked 2026-10-12 03:28 UTC. Reporting dates appear with the records.
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Estimate assumes the firm kept this disclosed stock position unchanged after the reporting date. It applies the stock's price change to the reported dollar value; it is not the person's own account or the firm's actual profit. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Altimeter Capital Management, LP
Firm holdings as of 2026-06-30. These are not a personal account or live positions. Option values are reported notionals.
| Security | Type | Reported value |
|---|---|---|
| NVDANVIDIA Corp | COM | $1.9B |
| CEREBRAS SYSTEMS INCCOM CL A | COM CL A | $1.6B |
| METAMeta Platforms Inc | CL A | $763.3M |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | SPONSORED ADS | $682.6M |
| CRWVCoreWeave Inc | COM CL A | $604.6M |
| ARMArm Holdings PLC | SPONSORED ADS | $582.2M |
| AMZNAmazon.com Inc | COM | $578.1M |
| UBERUber Technologies Inc | COM | $532M |
| SNOWSnowflake Inc | COM SHS | $490.2M |
| MSFTMicrosoft Corp | COM | $473M |
| QCOMQualcomm Inc | COM | $347.9M |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | $303.5M |
| MUMicron Technology Inc | COM | $241.8M |
| AMATApplied Materials Inc | COM | $189.4M |
| KLACKLA Corp | COM NEW | $174.5M |
| LRCXLam Research Corp | COM NEW | $170.8M |
| HOODRobinhood Markets Inc | COM CL A | $90.2M |
| GOOGLAlphabet Inc | CAP STK CL A | $62.6M |
| SNPSSynopsys Inc | COM | $62.6M |
| GRAB HOLDINGS LIMITEDW EXP 12/1/202 | W EXP 12/1/202 | $150.6K |
Showing 20 of 20 collected positions.
Full filing and portfolio →Original sources
- Altimeter Capital on EDGAR ↗holdings