ALTIMETER CAPITAL MANAGEMENT LP
Q2 2026 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001541617
· CRD 160017
· SEC-registered investment adviser
$9.8B Reported Value Total
ALTIMETER CAPITAL MANAGEMENT, LP reports 36 total accounts under management (AUM). There are 36 discretionary accounts valued at $18,753,715,687, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
38 funds
· $19.2B gross asset value
Hedge Fund: $10.0B · Venture Capital Fund: $9.3B
Source: Form ADV filed 2026-03-31
Reported value
$9.8B
Quarter over quarter
+20.6%
Holdings
20
Top-10 concentration
83.3%
Key People
Form ADV owners & control persons
Bradley Thomas Gerstner
CEO/LIMITED PARTNER
Anne Fraser Hancock
CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL
John James Kiernan
CHIEF FINANCIAL OFFICER / MANAGING PARTNER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $9.8B |
| Positions | 20 |
| Change in reported value | +72.5% |
| New positions | 10 |
| Exited positions | 3 |
| Position turnover | 56.5% |
| Top-10 concentration | 83.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
20 | $9.8B |
|
Q1 2026 13F
Filed May 15, 2026
|
13 | $5.7B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
18 | $6.7B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
23 | $7.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
18 | $6.9B |
|
Q1 2025 13F
Filed May 15, 2025
|
22 | $5.0B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
24 | $5.5B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
23 | $6.8B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
20 | $6.7B |
|
Q1 2024 13F
Filed May 15, 2024
|
17 | $6.5B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
11 | $6.0B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
11 | $5.3B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
11 | $5.5B |
|
Q1 2023 13F
Filed May 16, 2023
|
11 | $4.6B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
11 | $3.7B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
16 | $4.7B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
15 | $4.4B |
|
Q1 2022 13F
Filed May 17, 2022
|
21 | $6.9B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
31 | $12.5B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $1.9B | 19.16% |
| 2 | CBRS CEREBRAS SYSTEMS INC | $1.6B | 16.24% |
| 3 | META META PLATFORMS INC | $763.3M | 7.76% |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $682.6M | 6.94% |
| 5 | CRWV COREWEAVE INC | $604.6M | 6.15% |
| 6 | ARM ARM HOLDINGS PLC | $582.2M | 5.92% |
| 7 | AMZN AMAZON COM INC | $578.1M | 5.88% |
| 8 | UBER UBER TECHNOLOGIES INC | $532.0M | 5.41% |
| 9 | SNOW SNOWFLAKE INC | $490.2M | 4.99% |
| 10 | MSFT MICROSOFT CORP | $473.0M | 4.81% |
| 11 | QCOM QUALCOMM INC | $347.9M | 3.54% |
| 12 | SPCX SPACE EXPLORATION TECHN CORP | $303.5M | 3.09% |
| 13 | MU MICRON TECHNOLOGY INC | $241.8M | 2.46% |
| 14 | AMAT APPLIED MATLS INC | $189.4M | 1.93% |
| 15 | KLAC KLA CORP | $174.5M | 1.77% |
| 16 | LRCX LAM RESEARCH CORP | $170.8M | 1.74% |
| 17 | HOOD ROBINHOOD MKTS INC | $90.2M | 0.92% |
| 18 | GOOGL ALPHABET INC | $62.6M | 0.64% |
| 19 | SNPS SYNOPSYS INC | $62.6M | 0.64% |
| 20 | GRABW GRAB HOLDINGS LIMITED | $150.6K | < 0.01% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.