Brad Gerstner

Altimeter Capital Management, LP

as of Sep 30, 2024 · filed Nov 14, 2024 · 45-day reporting lag · historical report

Source filings

13F-HR 0001541617-24-000009

QuarterCompare any two quarters

Portfolio value$6.8B 0.3% vs. previous quarter

Positions238 new · 5 sold

Top 572.9%largest META at 19.2%

Largest moveSNOWReduced · -4.5% 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.

44%held throughout

META26

UBER26

MSFT26

SNOW24

AMZN20

Top 3 moves

SNOW−4.5%

KWEB+2.9%

TSLA+2.6%

8 new positions and 5 sold; the largest portfolio-weight shift was SNOW losing 4.5% 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

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Reported holdings for Q3 2024

METAMETA PLATFORMS INC-CLASS ACommunication Services	19.2%+2.0%	Reduced1.3%	2,264,001	$572.44	$1.30B
UBERUBER TECHNOLOGIES INCConsumer Discretionary	14.8%+0.3%	Reduced1.3%	13,336,600	$75.16	$1.00B
SNOWSNOWFLAKE INCInformation Technology	14.7%-4.5%	Reduced9.5%	8,647,959	$114.86	$993.3M
NVDANVIDIA CORPInformation TechnologySupply chain (as of Q2 2026)	14.0%-0.2%	Increased0.7%	7,796,589	$121.44	$946.8M
MSFTMICROSOFT CORPInformation Technology	10.1%-0.7%	Reduced2.4%	1,585,900	$430.30	$682.4M
8QRCONFLUENT INC-CLASS AUnclassified	4.1%-1.5%	Increased5.7%	13,626,464	$20.38	$277.7M
KWEBNEWKRANESH CSI CHINA INTERNETNo Issuer Sector	2.9%+2.9%	New	5,671,010	$34.02	$192.9M
TSLANEWTESLA INCConsumer Discretionary	2.6%+2.6%	New	662,400	$261.63	$173.3M
AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026)	2.5%-1.6%	Reduced37.1%	902,290	$186.33	$168.1M
CPNGCOUPANG INCConsumer Discretionary	2.4%+0.7%	Increased23.9%	6,559,675	$24.55	$161.0M
MELIMERCADOLIBRE INCConsumer Discretionary	1.9%+0.6%	Increased18.6%	61,460	$2051.96	$126.1M
CRMSALESFORCE INCInformation Technology	1.9%+0.5%	Increased25.9%	457,735	$273.71	$125.3M
GOOGLALPHABET INC-CL ACommunication ServicesSupply chain (as of Q2 2026)	1.6%-0.2%	Reduced1.9%	661,645	$165.85	$109.7M
TSMNEWTAIWAN SEMICONDUCTOR-SP ADRInformation TechnologySupply chain (as of Q3 2026)	1.3%+1.3%	New	519,290	$173.67	$90.2M
IOTSAMSARA INC-CL AInformation Technology	1.0%+0.6%	Increased78.1%	1,452,933	$48.12	$69.9M
AVGONEWBROADCOM INCInformation Technology	1.0%+1.0%	New	396,895	$172.50	$68.5M
FUTUNEWFUTU HOLDINGS LTD-ADRFinancials	0.8%+0.8%	New	575,750	$95.65	$55.1M
ZNEWZILLOW GROUP INC - CConsumer Discretionary	0.8%+0.8%	New	855,580	$63.85	$54.6M
DUOLNEWDUOLINGOInformation Technology	0.8%+0.8%	New	191,625	$282.02	$54.0M
RBRKRUBRIK INC-AInformation Technology	0.8%+0.7%	Increased842.1%	1,648,598	$32.15	$53.0M
LINENEWLINEAGE INCReal Estate	0.5%+0.5%	New	400,000	$78.38	$31.4M
ALABASTERA LABS INCInformation Technology	0.3%	Unchanged	400,000	$52.39	$21.0M
Ticker unavailableGRAB HOLDINGS LIMITEDUnclassified	0.0%	Unchanged	3,502,000	$0.24	$849.2K