Altimeter Capital Management 13F filings

Manager(s): Brad Gerstner

Holdings as of 2026-03-31

Filed on 2026-05-15 under CIK 1541617

Company

Investment Type

Change

Value (x$1000)

increase or decrease

NVIDIA Corp.

9,336,039 sh

1,236,266 sh
15%

$1,628,205

$117,597

Meta Platforms, Inc.

1,953,373 sh

108,005 sh
6%

$1,117,583

-$100,526

Uber Technologies Inc

7,971,772 sh

2,382,980 sh
43%

$573,410

$116,750

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

1,365,675 sh

146,448 sh
12%

$461,530

$91,019

Microsoft Corp

1,183,632 sh

-93,720 sh
-7%

$438,145

-$179,608

Amazon.com Inc

2,089,558 sh

-126,102 sh
-6%

$435,192

-$76,227

COREWEAVE INC COM CL A

4,499,075 sh

1,285,845 sh
40%

$348,543

$118,444

Snowflake Inc.

1,926,250 sh

-101,354 sh
-5%

$290,517

-$154,258

ARM HOLDINGS PLC SPONSORED ADR

1,715,440 sh

1,715,440 sh
NEW

$259,512

Axon Enterprise Inc

148,986 sh

148,986 sh
NEW

$63,273

ROBINHOOD MKTS INC COM CL A

899,691 sh

-393,601 sh
-30%

$62,349

-$83,922

Broadcom Inc

67,094 sh

34,965 sh
109%

$20,766

$9,646

ALTIMETER GROWTH CORP CL A ALTIMETER GROWTH CORP CW25

3,502,000 sh

$263

COUPANG INC Common Stock

0 sh

-15,676,794 sh
-100%

-$369,816

Confluent Inc.

0 sh

-6,933,250 sh
-100%

-$209,661

Alphabet Inc

0 sh

-519,290 sh
-100%

-$162,538

Zillow Group Inc.

0 sh

-2,187,421 sh
-100%

-$149,226

MERCADOLIBRE INC COM

0 sh

-68,480 sh
-100%

-$137,937

SHOPIFY INC CL A

0 sh

-570,210 sh
-100%

-$91,787

Bloom Energy Corp

0 sh

-260,730 sh
-100%

-$22,655