{"data":{"profile":{"id":"3d91d773-77da-4bbb-8353-12f5b3416589","slug":"altimeter-capital","displayName":"Altimeter Capital","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A technology-focused investment firm with concentrated exposure to cloud, software, and AI companies.","featuredRank":2,"strategyTags":["Cloud","Software","AI"],"schemaVersion":1,"principalNames":["Brad Gerstner"],"associatedPeople":[{"name":"Brad Gerstner","role":"Founder and CEO","description":"Brad Gerstner founded and leads Altimeter Capital, a technology-focused investment firm active across public and private markets."}]},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-09-11T23:15:09.780Z"},"managers":[{"id":"ab79a985-aac6-4d83-b907-fb79b53c830a","investorProfileId":"3d91d773-77da-4bbb-8353-12f5b3416589","cik":"0001541617","legalName":"Altimeter Capital Management, LP","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001541617.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-09-11T23:15:01.186Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-09-11T23:15:09.780Z"}],"snapshot":{"id":"39377979-52bf-4262-b208-a9d2eab7bca4","managerId":"ab79a985-aac6-4d83-b907-fb79b53c830a","reportPeriod":"2023-06-30","throughFilingId":"400cc082-832a-45d3-9f1f-38f89a0fd5ad","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"43f8ed85fc0d5ac8663133d81baaf6443ae1321d38f3fc7fb4c4c99355f0e799","summary":{"counts":{"long":11,"puts":0,"calls":0,"mapped":7,"rawLines":11,"unmapped":4,"aiCovered":7,"positions":11,"otherSecurities":1},"values":{"disclosedLongUsd":"5526398858","putUnderlyingUsd":"0","callUnderlyingUsd":"0","informationTableUsd":"5527974758"},"coverage":{"aiPositionRatio":0.6363636363636364,"aiLongValueRatio":0.788498,"mappingPositionRatio":0.6363636363636364,"mappingLongValueRatio":0.788498},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.709293,"top5":0.907945,"top10":1},"schemaVersion":1},"createdAt":"2026-07-19T00:00:41.323Z"},"filing":{"id":"400cc082-832a-45d3-9f1f-38f89a0fd5ad","managerId":"ab79a985-aac6-4d83-b907-fb79b53c830a","ingestionRunId":"0e7e143e-9280-437e-b795-686d358ad9a8","accessionNumber":"0001541617-23-000009","formType":"13F-HR","reportPeriod":"2023-06-30","filedAt":"2023-08-14","acceptedAt":"2023-08-14T20:11:05.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"aac1b4191b691e498b5c5f2b8ad26adceaadc89bd7f95ce372824ef80bd2a4aa","canonical":"0320dc487e415fc3109565bb18957e590944effa92d5605900f9a3df583f82cd"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/0001541617-23-000009-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/2q2313f.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/0001541617-23-000009.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":11,"reportedValue":"5527974758","normalizedValueUsd":"5527974758"},"artifacts":[{"kind":"COVER_XML","byteSize":2043,"fetchedAt":"2026-07-19T00:00:40.889Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/primary_doc.xml","contentHash":"1a9cb8686b17671a043b0d70ffb5ea57866339d055c9439552384b23042b626b","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":6082,"fetchedAt":"2026-07-19T00:00:41.011Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/2q2313f.xml","contentHash":"93e6f9959db0877b005162bde0f110768a0ec9b5095a12391db3223d04c45b54","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":9441,"fetchedAt":"2026-07-19T00:00:41.263Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161723000009/0001541617-23-000009.txt","contentHash":"b1c13e23c72121acdd8ca60855e62f6f208b7691240650e8664a0885c17f2d38","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:00:40.736Z","lastSeenAt":"2026-09-11T23:15:01.116Z","createdAt":"2026-07-19T00:00:40.736Z","updatedAt":"2026-09-11T23:15:01.116Z"},"positions":[{"id":"e1028c68-f70e-4bee-8324-7bc1582a35be","positionKey":"c9726763-f68f-4914-9e36-d39e7e35233c:LONG","positionKind":"LONG","marketValueUsd":"2704717395","longBookWeight":"0.48941769","sharesPrincipal":{"type":"SH","amount":"15369459"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"14.0579","shareChangeAbsolute":"0","valueChangeAbsolute":"333363566"},"security":{"id":"c9726763-f68f-4914-9e36-d39e7e35233c","cusip":"833445109","issuerName":"SNOWFLAKE INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"e179311b-adc9-4232-9bad-0ff3b7b54b16","ticker":"SNOW","name":"Snowflake Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[528,3003,4492,4493,4494,8407,8410,10764,12228,15372,15373,18193,19592,20600,20601,22739,23603,23605,23606,25366,27432,28301,28302,28303,28304,28305,30230],"modelCount":27,"horizons":{"3_MONTH":{"average":"3.8704","median":"5.0000","minimum":"-8.0000","maximum":"10.0000","standardDeviation":"4.8982"},"1_YEAR":{"average":"20.2222","median":"20.0000","minimum":"12.0000","maximum":"30.0000","standardDeviation":"5.4659"},"5_YEAR":{"average":"120.9259","median":"120.0000","minimum":"65.0000","maximum":"220.0000","standardDeviation":"36.1846"}},"bullishness":"BULLISH","latestRunAt":"2026-09-05T11:01:22.869Z","generatedAt":"2026-09-11T23:27:59.860Z"}],"currentMarketData":{"lastPrice":"329.72","marketCap":"116325.21583090261","updatedAt":"2026-09-11T11:01:08.805Z"}},{"id":"315284b3-169e-449c-8417-59797c9b97c3","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"639355854","longBookWeight":"0.11569122","sharesPrincipal":{"type":"SH","amount":"2227876"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"35.4062","shareChangeAbsolute":"0","valueChangeAbsolute":"167179815"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"47396bbf-f982-49a1-bc42-bdad5e10d209","ticker":"META","name":"Meta Platforms Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1712,1713,5773,5774,5775,9673,10350,10444,12614,12774,14839,14908,19330,19381,20258,22200,24937,25010,25012,26512,27289,27783,27889,27932,29988,30000,30564,30615,30616],"modelCount":29,"horizons":{"3_MONTH":{"average":"5.9310","median":"5.0000","minimum":"4.0000","maximum":"12.0000","standardDeviation":"1.9419"},"1_YEAR":{"average":"21.7759","median":"20.0000","minimum":"14.0000","maximum":"45.0000","standardDeviation":"5.9749"},"5_YEAR":{"average":"129.8966","median":"120.0000","minimum":"75.0000","maximum":"250.0000","standardDeviation":"40.5857"}},"bullishness":"BULLISH","latestRunAt":"2026-09-11T11:01:17.418Z","generatedAt":"2026-09-11T23:27:59.859Z"}],"currentMarketData":{"lastPrice":"644.38","marketCap":"1641562.0087381643","updatedAt":"2026-09-11T11:00:14.850Z"}},{"id":"6a222b40-08e1-42d6-aa00-13b80937a922","positionKey":"94bb1633-60b5-46f9-bd85-94bd598f8311:LONG","positionKind":"LONG","marketValueUsd":"575762847","longBookWeight":"0.10418409","sharesPrincipal":{"type":"SH","amount":"16305943"},"comparison":{"status":"INCREASED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"12.5182","valueChangePercent":"65.061","shareChangeAbsolute":"1814126","valueChangeAbsolute":"226944812"},"security":{"id":"94bb1633-60b5-46f9-bd85-94bd598f8311","cusip":"20717M103","issuerName":"CONFLUENT INC","classTitle":"CLASS A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"d124bee6-8a56-4dd4-8976-b074b53bb83f","positionKey":"325ebbce-ba42-473f-bf96-e659877543f3:LONG","positionKind":"LONG","marketValueUsd":"575741022","longBookWeight":"0.10418014","sharesPrincipal":{"type":"SH","amount":"13336600"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"36.1829","shareChangeAbsolute":"0","valueChangeAbsolute":"152970802"},"security":{"id":"325ebbce-ba42-473f-bf96-e659877543f3","cusip":"90353T100","issuerName":"UBER TECHNOLOGIES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4d98f511-61a3-4c3f-ba49-65ce84b55368","positionKey":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e:LONG","positionKind":"LONG","marketValueUsd":"522093793","longBookWeight":"0.09447269","sharesPrincipal":{"type":"SH","amount":"1533135"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"18.12","shareChangeAbsolute":"0","valueChangeAbsolute":"80090972"},"security":{"id":"71dfcf98-cd98-4bae-8095-6eaa72cc0e6e","cusip":"594918104","issuerName":"MICROSOFT CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad685985-4691-42af-b331-5edb333335ae","ticker":"MSFT","name":"Microsoft Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1511,3631,5654,5655,5656,9678,10365,10451,12624,12779,14844,14918,19335,19391,20268,22205,24942,25025,25027,26497,27293,27799,27897,27931,30143,30144,30568,30626,30627],"modelCount":29,"horizons":{"3_MONTH":{"average":"4.7483","median":"4.0000","minimum":"3.0000","maximum":"8.0000","standardDeviation":"1.5926"},"1_YEAR":{"average":"16.7069","median":"15.0000","minimum":"8.0000","maximum":"25.0000","standardDeviation":"4.5019"},"5_YEAR":{"average":"100.5172","median":"85.0000","minimum":"65.0000","maximum":"185.0000","standardDeviation":"29.6155"}},"bullishness":"BULLISH","latestRunAt":"2026-09-11T11:01:47.570Z","generatedAt":"2026-09-11T23:27:59.859Z"}],"currentMarketData":{"lastPrice":"492.44","marketCap":"3656635.5363821983","updatedAt":"2026-09-11T11:07:25.732Z"}},{"id":"c6df61fa-6fec-4cf9-9ea1-8a681e238654","positionKey":"0dcce4e8-66e1-4509-b6c1-f7793db4da21:LONG","positionKind":"LONG","marketValueUsd":"313275921","longBookWeight":"0.05668717","sharesPrincipal":{"type":"SH","amount":"740570"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"52.2914","shareChangeAbsolute":"0","valueChangeAbsolute":"107567792"},"security":{"id":"0dcce4e8-66e1-4509-b6c1-f7793db4da21","cusip":"67066G104","issuerName":"NVIDIA CORPORATION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"ad2591d2-cac1-4a70-84c2-a2e8bf2efc73","ticker":"NVDA","name":"NVIDIA Corporation"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1653,1654,5730,5731,5757,9667,10332,10432,12602,12768,14831,14896,19321,19369,20246,22194,24931,24992,24994,26489,27283,27765,27862,27930,29985,29994,30558,30603,30604],"modelCount":29,"horizons":{"3_MONTH":{"average":"8.2241","median":"8.0000","minimum":"-8.0000","maximum":"20.0000","standardDeviation":"6.6948"},"1_YEAR":{"average":"34.5862","median":"35.0000","minimum":"10.0000","maximum":"80.0000","standardDeviation":"17.4682"},"5_YEAR":{"average":"201.2069","median":"180.0000","minimum":"85.0000","maximum":"350.0000","standardDeviation":"81.0455"}},"bullishness":"BULLISH","latestRunAt":"2026-09-11T11:00:47.146Z","generatedAt":"2026-09-11T23:27:59.860Z"}],"currentMarketData":{"lastPrice":"218.36","marketCap":"5262475.956919614","updatedAt":"2026-09-11T11:00:12.702Z"}},{"id":"932dff46-c36b-4879-9b48-d60c62c8366e","positionKey":"a097d13a-4b35-4b76-b55b-e25f11489620:LONG","positionKind":"LONG","marketValueUsd":"114855000","longBookWeight":"0.02078297","sharesPrincipal":{"type":"SH","amount":"2850000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"-10.4046","shareChangeAbsolute":"0","valueChangeAbsolute":"-13338000"},"security":{"id":"a097d13a-4b35-4b76-b55b-e25f11489620","cusip":"771049103","issuerName":"ROBLOX CORP","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"7f093ecf-b8c6-47ca-86da-a335d79bc26e","ticker":"RBLX","name":"Roblox Corp"},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1248,3505,5053,5054,5055,9065,9068,11437,12410,16217,16218,18734,18735,19931,21555,22915,24305,24307,25900,26970,27548,29176,29177,29178,29179,29180,30384],"modelCount":27,"horizons":{"3_MONTH":{"average":"3.3704","median":"5.0000","minimum":"-8.0000","maximum":"15.0000","standardDeviation":"5.9451"},"1_YEAR":{"average":"22.8889","median":"22.0000","minimum":"8.0000","maximum":"40.0000","standardDeviation":"8.1529"},"5_YEAR":{"average":"133.7037","median":"120.0000","minimum":"60.0000","maximum":"250.0000","standardDeviation":"45.2072"}},"bullishness":"BULLISH","latestRunAt":"2026-09-05T11:05:48.215Z","generatedAt":"2026-09-11T23:27:59.860Z"}],"currentMarketData":{"lastPrice":"44.88","marketCap":"32061.192245870618","updatedAt":"2026-09-11T11:03:59.715Z"}},{"id":"2937d0fc-6683-462b-ad0e-f80e5fa1de68","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"52995251","longBookWeight":"0.00958947","sharesPrincipal":{"type":"SH","amount":"406530"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"b6b394ea-90ec-4c73-a42c-ff039b9e0e45","ticker":"AMZN","name":"Amazon.com Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1698,1699,5765,5766,5767,9671,10344,10440,12610,12772,14837,14904,19328,19377,20254,22198,24935,25004,25006,26493,27287,27777,27886,27933,29989,30001,30562,30611,30612],"modelCount":29,"horizons":{"3_MONTH":{"average":"6.6379","median":"6.0000","minimum":"4.0000","maximum":"15.0000","standardDeviation":"2.6552"},"1_YEAR":{"average":"22.1379","median":"20.0000","minimum":"14.0000","maximum":"40.0000","standardDeviation":"6.4793"},"5_YEAR":{"average":"127.5862","median":"120.0000","minimum":"80.0000","maximum":"250.0000","standardDeviation":"49.5257"}},"bullishness":"BULLISH","latestRunAt":"2026-09-11T11:01:06.695Z","generatedAt":"2026-09-11T23:27:59.859Z"}],"currentMarketData":{"lastPrice":"251.89","marketCap":"2716964.681895932","updatedAt":"2026-09-11T11:00:10.520Z"}},{"id":"d7da7fd9-eec4-4966-91d0-61614b167298","positionKey":"d7076a7f-fb2d-4ed8-96ac-f15ee69f01b3:LONG","positionKind":"LONG","marketValueUsd":"17337500","longBookWeight":"0.00313721","sharesPrincipal":{"type":"SH","amount":"250000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"-19.5848","shareChangeAbsolute":"0","valueChangeAbsolute":"-4222500"},"security":{"id":"d7076a7f-fb2d-4ed8-96ac-f15ee69f01b3","cusip":"679295105","issuerName":"OKTA INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"37aa0a35-5bdd-48ec-966b-93c54ee365a1","positionKey":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c:LONG","positionKind":"LONG","marketValueUsd":"10264275","longBookWeight":"0.00185731","sharesPrincipal":{"type":"SH","amount":"85750"},"comparison":{"status":"REDUCED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"-92.4442","valueChangePercent":"-91.281","shareChangeAbsolute":"-1049150","valueChangeAbsolute":"-107458902"},"security":{"id":"6d53d153-42e9-4ee2-86a4-78c0b0fec99c","cusip":"02079K305","issuerName":"ALPHABET INC","classTitle":"CAP STK CL A","securityType":"COMMON_STOCK","mappingStatus":"VERIFIED"},"entity":{"id":"5a28ff35-05c5-4c96-a13e-46308efc971a","ticker":"GOOGL","name":"Alphabet Inc."},"aiProjections":[{"cutoffKind":"CURRENT","cutoffAt":"2026-09-11T23:27:59.657Z","methodologyVersion":"latest-success-per-model-v1","modelRunIds":[1706,1707,5769,5770,5771,9672,10347,10442,12612,12773,14838,14906,19329,19379,20256,22199,24936,25007,25009,26494,27288,27780,27888,27934,30136,30137,30563,30613,30614],"modelCount":29,"horizons":{"3_MONTH":{"average":"5.4966","median":"5.0000","minimum":"3.0000","maximum":"10.0000","standardDeviation":"1.6414"},"1_YEAR":{"average":"19.2414","median":"18.0000","minimum":"14.0000","maximum":"30.0000","standardDeviation":"3.3467"},"5_YEAR":{"average":"105.0690","median":"95.0000","minimum":"75.0000","maximum":"180.0000","standardDeviation":"25.5989"}},"bullishness":"BULLISH","latestRunAt":"2026-09-11T11:01:11.934Z","generatedAt":"2026-09-11T23:27:59.859Z"}],"currentMarketData":{"lastPrice":"332.6","marketCap":"4067698.0000000005","updatedAt":"2026-09-11T11:07:56.422Z"}},{"id":"f8888a09-0fc2-4de4-ade6-80570b0c1364","positionKey":"f987d5b6-66c0-40cf-9835-58067ae08c07:LONG","positionKind":"LONG","marketValueUsd":"1575900","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"3502000"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"734504a5-11e6-4040-8606-0cd89089b1c9","shareChangePercent":"0.0","valueChangePercent":"-19.6428","shareChangeAbsolute":"0","valueChangeAbsolute":"-385220"},"security":{"id":"f987d5b6-66c0-40cf-9835-58067ae08c07","cusip":"G0370L116","issuerName":"GRAB HOLDINGS LIMITED","classTitle":"W EXP 12/1/202","securityType":"UNKNOWN","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}