Altimeter Capital (Brad Gerstner)
Famous investors & activistsFiles as Altimeter Capital Management, LP (SEC CIK 1541617). Portfolio from its latest quarterly 13F-HR filing.
- $9.98B
- Tracked value
- 20
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 18.9% | ▲ 0.8% | 9,413,589 | $1.88B |
| 2 | CBRSCerebras Systems Inc. | 16.0% | NEW | 7,225,037 | $1.6B |
| 3 | METAMeta Platforms, Inc. | 7.6% | ▼ 30.6% | 1,354,990 | $763.25M |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 6.8% | ▲ 4.7% | 1,429,355 | $682.62M |
| 5 | CRWVCoreWeave, Inc. | 6.1% | ▲ 35.0% | 6,073,695 | $604.58M |
| 6 | ARMARM HOLDINGS PLC /UK | 5.8% | ▼ 4.3% | 1,641,972 | $582.19M |
| 7 | AMZNAMAZON COM INC | 5.8% | ▲ 16.1% | 2,425,351 | $578.06M |
| 8 | UBERUber Technologies, Inc | 5.3% | ▼ 7.5% | 7,372,440 | $532M |
| 9 | SNOWSnowflake Inc. | 4.9% | unch. | 1,926,250 | $490.23M |
| 10 | MSFTMICROSOFT CORP | 4.7% | ▲ 7.1% | 1,268,082 | $473.02M |
| 11 | QCOMQUALCOMM INC/DE | 3.5% | NEW | 1,882,490 | $347.87M |
| 12 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 3.0% | NEW | 1,776,485 | $303.53M |
| 13 | MUMICRON TECHNOLOGY INC | 2.4% | NEW | 209,520 | $241.85M |
| 14 | AMATAPPLIED MATERIALS INC /DE | 1.9% | NEW | 261,950 | $189.39M |
| 15 | KLACKLA CORP | 1.7% | NEW | 578,230 | $174.46M |
| 16 | LRCXLAM RESEARCH CORP | 1.7% | NEW | 394,080 | $170.77M |
| 17 | GRABWGrab Holdings Ltd | 1.5% | NEW | 3,502,000 | $150.59M |
| 18 | HOODRobinhood Markets, Inc. | 0.9% | unch. | 899,691 | $90.22M |
| 19 | GOOGLAlphabet Inc. | 0.6% | NEW | 175,180 | $62.6M |
| 20 | SNPSSYNOPSYS INC | 0.6% | NEW | 140,343 | $62.6M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.