ALTIMETER CAPITAL MANAGEMENT LP
Q1 2025 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001541617
· CRD 160017
· SEC-registered investment adviser
$5.0B Reported Value Total
ALTIMETER CAPITAL MANAGEMENT, LP reports 23 total accounts under management (AUM). There are 23 discretionary accounts valued at $12,692,519,548, 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
$5.0B
Quarter over quarter
-7.9%
Holdings
22
Top-10 concentration
86.7%
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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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 15, 2025 |
| Form | 13F-HR |
| Reported value | $5.0B |
| Positions | 22 |
| Change in reported value | -10.4% |
| New positions | 6 |
| Exited positions | 8 |
| Position turnover | 46.7% |
| Top-10 concentration | 86.7% |
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 · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | META META PLATFORMS INC | $1.1B | 21.28% |
| 2 | NVDA NVIDIA CORPORATION | $775.0M | 15.59% |
| 3 | QQQ INVESCO QQQ TR | $463.3M | 9.32% |
| 4 | SNOW SNOWFLAKE INC | $430.8M | 8.67% |
| 5 | UBER UBER TECHNOLOGIES INC | $412.8M | 8.3% |
| 6 | MSFT MICROSOFT CORP | $366.0M | 7.36% |
| 7 | CFLT CONFLUENT INC | $305.7M | 6.15% |
| 8 | AMZN AMAZON COM INC | $198.9M | 4.0% |
| 9 | CPNG COUPANG INC | $163.2M | 3.28% |
| 10 | CART MAPLEBEAR INC | $133.6M | 2.69% |
| 11 | FLUT FLUTTER ENTMT PLC | $125.9M | 2.53% |
| 12 | HOOD ROBINHOOD MKTS INC | $120.1M | 2.42% |
| 13 | CRWV COREWEAVE INC | $111.2M | 2.24% |
| 14 | Z ZILLOW GROUP INC | $90.7M | 1.83% |
| 15 | BABA ALIBABA GROUP HLDG LTD | $71.5M | 1.44% |
| 16 | ALAB ASTERA LABS INC | $58.6M | 1.18% |
| 17 | RBRK RUBRIK INC. | $50.7M | 1.02% |
| 18 | ARM ARM HOLDINGS PLC | $18.8M | 0.38% |
| 19 | MELI MERCADOLIBRE INC | $6.4M | 0.13% |
| 20 | SAIL SAILPOINT INC | $4.7M | 0.09% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.