Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2025-12-31

Filed on 2026-02-17 under CIK 1541617

Company

Investment Type

Change

Value (x$1000)

increase or decrease

NVIDIA Corp.

8,099,773 sh

454,875 sh
6%

$1,510,608

$84,223

Meta Platforms, Inc.

1,845,368 sh

-20,570 sh
-1%

$1,218,109

-$152,199

Microsoft Corp

1,277,352 sh

115,260 sh
10%

$617,753

$15,847

Amazon.com Inc

2,215,660 sh

48,186 sh
2%

$511,419

$35,507

Uber Technologies Inc

5,588,792 sh

$456,660

Snowflake Inc.

2,027,604 sh

-400,780 sh
-17%

$444,775

-$102,947

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,219,227 sh

150,550 sh
14%

$370,511

$72,040

COUPANG INC Common Stock

15,676,794 sh

5,652,210 sh
56%

$369,816

$47,024

COREWEAVE INC COM CL A

3,213,230 sh

3,213,230 sh
NEW

$230,099

Confluent Inc.

6,933,250 sh

-4,348,543 sh
-39%

$209,661

-$13,719

Alphabet Inc

519,290 sh

206,158 sh
66%

$162,538

$86,416

Zillow Group Inc.

2,187,421 sh

$149,226

ROBINHOOD MKTS INC COM CL A

1,293,292 sh

-1,303,583 sh
-50%

$146,271

-$225,550

MERCADOLIBRE INC COM

68,480 sh

30,639 sh
81%

$137,937

$49,505

SHOPIFY INC CL A

570,210 sh

570,210 sh
NEW

$91,787

Bloom Energy Corp

260,730 sh

260,730 sh
NEW

$22,655

Broadcom Inc

32,129 sh

-712,647 sh
-96%

$11,120

-$234,589

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$1,030

PINDUODUO INC SPONSORED ADS

0 sh

-1,371,680 sh
-100%

-$181,295

ALIBABA GROUP HLDG LTD SPONSORED ADS

0 sh

-969,100 sh
-100%

-$173,207

ARM HOLDINGS PLC SPONSORED ADR

0 sh

-1,098,139 sh
-100%

-$155,376

Synopsys Inc

0 sh

-258,280 sh
-100%

-$127,433

MAPLEBEAR INC COM

0 sh

-3,324,951 sh
-100%

-$122,225

GEMINI SPACE STA INC CL A COM

0 sh

-1,600,000 sh
-100%

-$38,336

PATTERN GROUP INC COM SER A

0 sh

-721,430 sh
-100%

-$9,884

NETSKOPE INC CL A

0 sh

-325,000 sh
-100%

-$7,387