Brad Gerstner

Altimeter Capital Management, LP

as of Mar 31, 2021 · filed May 17, 2021 · 47-day reporting lag · historical report

Source filings

13F-HR 0001541617-21-000003

QuarterCompare any two quarters

Portfolio value$14.0B 29.4% vs. previous quarter

Positions328 new · 5 sold

Top 577.9%largest SNOW at 52.8%

Largest moveSNOWIncreased · +28.1% weight shift

Concentration

How much of the portfolio the biggest positions add up to. Hover the curve, or focus it and use the arrow keys, to inspect each rank.

Longest held

One block per imported quarter, oldest at the left. A full row means held in all of them, not that the position began there.

22%held throughout

UBER26

META26

MSFT26

SNOW24

AMZN20

Top 3 moves

SNOW+28.1%

PDD−13.7%

CRM−3.9%

8 new positions and 5 sold; the largest portfolio-weight shift was SNOW gaining 28.1% of portfolio weight.

Holdings

Reported price is value divided by shares, the manager’s quarter-end mark rather than a traded price.

1–25 of 32, sorted by portfolio weight, high to low

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Reported holdings for Q1 2021

SNOWSNOWFLAKE INCInformation Technology	52.8%+28.1%	Increased239.5%	32,221,080	$229.28	$7.39B
UBERUBER TECHNOLOGIES INCConsumer Discretionary	11.1%-2.3%	Unchanged	28,411,000	$54.51	$1.55B
METAMETA PLATFORMS INC-CLASS ACommunication Services	7.9%-1.6%	Unchanged	3,753,400	$294.53	$1.11B
EXPEEXPEDIA GROUP INCIndustrials	3.1%-1.8%	Reduced37.6%	2,513,568	$172.12	$432.6M
MSFTMICROSOFT CORPInformation Technology	3.0%-0.2%	Increased14.6%	1,763,135	$235.77	$415.7M
UUNITY SOFTWARE INCInformation Technology	2.5%-2.8%	Reduced6.6%	3,546,543	$100.31	$355.8M
CRMSALESFORCE INCInformation Technology	2.2%-3.9%	Reduced51.0%	1,454,989	$211.87	$308.3M
BABAALIBABA GROUP HOLDING-SP ADRConsumer Discretionary	2.0%-0.3%	Increased13.8%	1,252,000	$226.73	$283.9M
UALUNITED AIRLINES HOLDINGS INCIndustrials	1.7%-0.2%	Reduced13.6%	4,151,279	$57.54	$238.9M
FTCHQFARFETCH LTD-CLASS AUnclassified	1.7%-0.6%	Increased15.9%	4,379,409	$53.02	$232.2M
ZMZOOM COMMUNICATIONS INCCommunication Services	1.6%+1.1%	Increased317.7%	690,250	$321.29	$221.8M
RBLXNEWROBLOX CORP -CLASS AInformation Technology	1.3%+1.3%	New	2,777,777	$64.83	$180.1M
CRWDCROWDSTRIKE HOLDINGS INC - AInformation Technology	1.3%-0.6%	Unchanged	970,000	$182.51	$177.0M
CPNGNEWCOUPANG INCConsumer Discretionary	0.9%+0.9%	New	2,642,857	$49.35	$130.4M
OKTAOKTA INCInformation Technology	0.9%+0.1%	Increased69.2%	550,000	$220.43	$121.2M
SESEA LTD-ADRConsumer Discretionary	0.8%+0.3%	Increased101.6%	500,000	$223.23	$111.6M
SHOPSHOPIFY INC - CLASS AInformation Technology	0.8%	Increased36.7%	100,475	$1106.50	$111.2M
PTONNEWPELOTON INTERACTIVE INC-AConsumer Discretionary	0.7%+0.7%	New	850,000	$112.44	$95.6M
AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	0.6%-0.2%	Unchanged	25,045	$3094.07	$77.5M
PDDPDD HOLDINGS INCConsumer Discretionary	0.5%-13.7%	Reduced93.4%	572,000	$133.88	$76.6M
BMBLNEWBUMBLE INC-ACommunication Services	0.5%+0.5%	New	1,050,000	$62.38	$65.5M
AAPLNEWAPPLE INCInformation Technology	0.4%+0.4%	New	424,500	$122.15	$51.9M
XYZBLOCK INCInformation Technology	0.3%+0.3%	Increased700.0%	200,000	$227.05	$45.4M
COUPEURCOUPA SOFTWARE INCUnclassified	0.3%-0.1%	Increased15.4%	150,000	$254.48	$38.2M
ABNBAIRBNB INC-CLASS AConsumer Discretionary	0.3%	Unchanged	198,320	$187.94	$37.3M