Altimeter Capital Management, LP
Altimeter Capital Management, LP is a Boston-based investment firm founded by Brad Gerstner. As an SEC-registered investment adviser, Altimeter specializes in public and private technology growth investing. The firm primarily serves institutional investors, including pension funds, endowments, sovereign wealth funds, and family offices. Altimeter is known for its active approach to technology investing and has launched both hedge funds and venture/growth equity vehicles.
Investment Strategy
Altimeter Capital Management focuses on growth investing in the technology sector, deploying capital across both private and public markets. The firm seeks to identify long-term secular winners in the technology ecosystem, leveraging deep sector expertise, fundamental research, and active engagement with management teams. Their investment philosophy emphasizes significant capital appreciation through concentrated bets in disruptor companies, particularly within software, internet, and cloud infrastructure, using a combination of hedge fund and venture structures.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 19.99% | $1.39B | 1,877,301 | $173.52 | $738.09 | +$327.6M |
N NVDA | NVIDIA CORPORATION | 18.81% | $1.30B | 8,252,160 | $41.26 | $157.99 | +$528.8M |
S SNOW | SNOWFLAKE INC | 9.12% | $632.3M | 2,825,630 | $244.02 | $223.77 | +$201.5M |
U UBER | UBER TECHNOLOGIES INC | 8.01% | $555.4M | 5,953,104 | $36.27 | $93.30 | +$142.6M |
M MSFT | MICROSOFT CORP | 7.59% | $526.3M | 1,058,121 | $214.90 | $497.41 | +$160.3M |
Industry Allocation
Investment Team (13)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | CA , United States | |
 | Principal | San Francisco, CA , United States | |
 | Partner | San Francisco, CA , United States | |
 | Partner | Palo Alto, CA , United States | |
J John Kiernan | Chief Financial Officer and Partner | Boston, MA , United States | |
 | Partner, General Counsel | CA , United States | |
 | Partner | CA , United States | |
 | Principal | Boston, MA , United States | |
 | Partner | CA , United States | |
 | Partner | CA , United States |