13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-08-14) and may differ from current positions. 13F reports only US-listed long equities — shorts, most derivatives, non-US (e.g. Korea/Japan) names, and confidential treatment are excluded.
Altimeter Capital Management
CIK 1541617Brad Gerstner · Altimeter Capital Management, LP
A flagship AI and software crossover fund — a concentrated growth book betting heavily on a few tech names.
View original 13F on SEC EDGARQuarter
2026Q2
Total 13F value
$9.8B
Holdings
20
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Nvidia Corporation | 19.16% | $1.9B | |
| Cerebras Systems Inc | 16.24% | $1.6B | |
| Meta Platforms Inc | 7.76% | $763M | |
| Taiwan Semiconductor Mfg Ltd | 6.94% | $683M | |
| Coreweave Inc | 6.15% | $605M | |
| Arm Holdings PLC | 5.92% | $582M | |
| Amazon Com Inc | 5.88% | $578M | |
| Uber Technologies Inc | 5.41% | $532M | |
| Snowflake Inc | 4.99% | $490M | |
| Microsoft Corp | 4.81% | $473M |
As of 2026Q2 · filed 2026-08-14 · accession 0001541617-26-000008 · 57 days after quarter-end · source SEC EDGAR Form 13F-HR
This page is a factual aggregation of public SEC EDGAR Form 13F-HR disclosures. It reflects only US-listed long equity holdings; shorts, derivatives, non-US, and confidential-treatment positions are excluded. 'Weight' means the position's share within that manager's 13F (a fact), not a portfolio allocation guide. This page is for information only and is not a recommendation to buy or sell any security, nor investment advice. All investment decisions are the sole responsibility of the investor. © 2026 Haerangdal Research.