Brad Gerstner

Altimeter Capital Management, LP

as of Jun 30, 2024 · filed Aug 14, 2024 · 45-day reporting lag · historical report

Source filings

13F-HR 0001541617-24-000007

QuarterCompare any two quarters

Portfolio value$6.7B 3.4% vs. previous quarter

Positions206 new · 0 sold

Top 575.9%largest SNOW at 19.2%

Largest moveSNOWIncreased · -6.4% 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.

43%held throughout

META26

UBER26

MSFT26

SNOW24

AMZN20

Top 3 moves

SNOW−6.4%

NVDA+3.2%

APH+2.0%

6 new positions and no positions sold; the largest portfolio-weight shift was SNOW losing 6.4% of portfolio weight.

Holdings

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

Sorted by portfolio weight, high to low

Sort

Reported holdings for Q2 2024

SNOWSNOWFLAKE INCInformation Technology	19.2%-6.4%	Increased92.9%	9,550,746	$135.09	$1.29B
METAMETA PLATFORMS INC-CLASS ACommunication Services	17.2%-0.4%	Increased97.3%	2,292,661	$504.22	$1.16B
UBERUBER TECHNOLOGIES INCConsumer Discretionary	14.6%-1.2%	Increased101.3%	13,515,060	$72.68	$982.3M
NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026)	14.2%+3.2%	Increased976.0%	7,740,810	$123.54	$956.3M
MSFTMICROSOFT CORPInformation Technology	10.8%+0.1%	Increased98.5%	1,625,640	$446.95	$726.6M
8QRCONFLUENT INC-CLASS AUnclassified	5.7%-0.4%	Increased99.2%	12,889,058	$29.53	$380.6M
AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	4.1%-0.1%	Increased95.2%	1,434,330	$193.25	$277.2M
PDDPDD HOLDINGS INCConsumer Discretionary	3.4%+0.2%	Increased97.0%	1,714,185	$132.95	$227.9M
APHNEWAMPHENOL CORP-CL AInformation Technology	2.0%+2.0%	New	2,025,300	$67.37	$136.4M
GOOGLALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026)	1.8%+1.2%	Increased235.5%	674,530	$182.15	$122.9M
CPNGCOUPANG INCConsumer Discretionary	1.6%+0.6%	Increased133.5%	5,295,745	$20.95	$110.9M
CRMNEWSALESFORCE INCInformation Technology	1.4%+1.4%	New	363,590	$257.10	$93.5M
MELIMERCADOLIBRE INCConsumer Discretionary	1.3%+1.1%	Increased829.8%	51,820	$1643.40	$85.2M
DELLDELL TECHNOLOGIES -CInformation Technology	1.0%+0.2%	Increased101.0%	493,940	$137.91	$68.1M
AAPLNEWAPPLE INCInformation Technology	0.8%+0.8%	New	271,370	$210.62	$57.2M
IOTNEWSAMSARA INC-CL AInformation Technology	0.4%+0.4%	New	815,660	$33.70	$27.5M
ALABASTERA LABS INCInformation Technology	0.4%-0.1%	Increased100.0%	400,000	$60.51	$24.2M
RBRKNEWRUBRIK INC-AInformation Technology	0.1%+0.1%	New	175,000	$30.66	$5.37M
WBTNNEWWEBTOON ENTERTAINMENT INCCommunication Services	0.0%	New	120,000	$22.83	$2.74M
Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified	0.0%	Increased100.0%	3,502,000	$0.16	$561.9K