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Altimeter Capital (Brad Gerstner) 13F holdings — 2026-06-30
Filed by Altimeter Capital Management, LP on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.
20positions
$9.8Breported value
10new positions
3positions sold out
Holdings
| Issuer | Shares | Value | % of 13F | Change |
|---|---|---|---|---|
| NVIDIA CORPORATION | 9,413,589 | $1.9B | 19.16% | Added 1% |
| CEREBRAS SYSTEMS INC | 7,225,037 | $1.6B | 16.24% | New position |
| META PLATFORMS INC | 1,354,990 | $763.3M | 7.76% | Reduced 31% |
| TAIWAN SEMICONDUCTOR MFG LTD | 1,429,355 | $682.6M | 6.94% | Added 5% |
| COREWEAVE INC | 6,073,695 | $604.6M | 6.15% | Added 35% |
| ARM HOLDINGS PLC | 1,641,972 | $582.2M | 5.92% | Reduced 4% |
| AMAZON COM INC | 2,425,351 | $578.1M | 5.88% | Added 16% |
| UBER TECHNOLOGIES INC | 7,372,440 | $532.0M | 5.41% | Reduced 8% |
| SNOWFLAKE INC | 1,926,250 | $490.2M | 4.99% | No change |
| MICROSOFT CORP | 1,268,082 | $473.0M | 4.81% | Added 7% |
| QUALCOMM INC | 1,882,490 | $347.9M | 3.54% | New position |
| SPACE EXPLORATION TECHN CORP | 1,776,485 | $303.5M | 3.09% | New position |
| MICRON TECHNOLOGY INC | 209,520 | $241.8M | 2.46% | New position |
| APPLIED MATLS INC | 261,950 | $189.4M | 1.93% | New position |
| KLA CORP | 578,230 | $174.5M | 1.77% | New position |
| LAM RESEARCH CORP | 394,080 | $170.8M | 1.74% | New position |
| ROBINHOOD MKTS INC | 899,691 | $90.2M | 0.92% | No change |
| ALPHABET INC | 175,180 | $62.6M | 0.64% | New position |
| SYNOPSYS INC | 140,343 | $62.6M | 0.64% | New position |
| GRAB HOLDINGS LIMITED | 3,502,000 | $150.6K | 0.0% | New position |
Sold out since prior quarter
| Issuer | Shares in prior quarter | Prior value |
|---|---|---|
| BROADCOM INC | 67,094 | $20.8M |
| AXON ENTERPRISE INC | 148,986 | $63.3M |
| GRAB HOLDINGS LIMITED | 3,502,000 | $262.6K |