13F filings are disclosed up to 45 days after quarter-end. Holdings shown are as of each quarter-end (latest filing 2026-05-15) 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
2026Q1
Total 13F value
$5.7B
Holdings
13
Top holdings
| Holding | Weight | % of 13F | Value |
|---|---|---|---|
| Nvidia Corporation | 28.57% | $1.6B | |
| Meta Platforms Inc | 19.61% | $1.1B | |
| Uber Technologies Inc | 10.06% | $573M | |
| Taiwan Semiconductor Mfg Ltd | 8.10% | $462M | |
| Microsoft Corp | 7.69% | $438M | |
| Amazon Com Inc | 7.64% | $435M | |
| Coreweave Inc | 6.12% | $349M | |
| Snowflake Inc | 5.10% | $291M | |
| Arm Holdings PLC | 4.55% | $260M | |
| Axon Enterprise Inc | 1.11% | $63M |
As of 2026Q1 · filed 2026-05-15 · accession 0001541617-26-000006 · 103 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.