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Clark Tang

Clark Tang

Principal at Altimeter Capital Management, LP

San Francisco, CA , United States

About

Clark Tang is a principal at Altimeter Capital Management, LP, where he leads investment efforts in advanced technology sectors, particularly focusing on artificial intelligence, software, and semiconductors. He is recognized for his expertise in both public market investments and private growth-stage venture capital, playing a key role in Altimeter's strategic bets in transformative tech companies. His responsibilities include sourcing and evaluating investment opportunities, performing in-depth financial and market analysis, and helping manage portfolio risk and performance.

Tang's investment focus centers on technology-driven businesses, with a strong track record in AI, generative software applications, and chipmakers. He notably made an early, successful investment in Nvidia, driven by a contrarian thesis on the coming AI supercycle, and has overseen substantial investments in next-generation software infrastructure and hardware innovation. Prior to joining Altimeter in 2021, Tang worked in venture and growth investing at Valor Equity Partners, where he contributed to deals in cybersecurity (Coalition), defense technology (Anduril), and social media (Reddit), and earlier held roles in technology investment banking at Goldman Sachs and Credit Suisse.

Clark Tang holds a Bachelor’s degree in Finance and Economics from NYU Stern School of Business, and is an alumnus of the Bronx High School of Science. He is regarded as a rising star in the investment industry for his original thinking, rigorous analysis, and early recognition of transformative technology trends, especially relating to artificial intelligence and its impact on global markets.

Career History

OrganizationRoleDate RangeDetails
AltimeterPrincipalJan 2021 to Present
Public & Private Tech Investing
Valor Equity PartnersVenture and GrowthJan 2019 to Jan 2021
Investments: Coalition, Anduril, Reddit, Bird, Premise, HackerOne, Tock
Goldman SachsInvestment Banking AnalystJan 2018 to Jan 2019
Technology, Media & Telecom
Credit SuisseInvestment Banking AnalystJan 2017 to Jan 2018
Technology, Media & Telecom
Moon CapitalInvestment AnalystJan 2016 to Jan 2017
Global L/S Equity HF

Education

NYU Stern School of Business

Bronx High School of Science

Others at Altimeter Capital Management, LP (12)

NameRoleLocation
Apoorv Agrawal
Apoorv Agrawal
PrincipalCA , United States
Erik Kriessmann
Erik Kriessmann
PartnerSan Francisco, CA , United States
Jamin Ball
Jamin Ball
PartnerPalo Alto, CA , United States
J
John Kiernan
Chief Financial Officer and PartnerBoston, MA , United States
Matthew Tolve
Matthew Tolve
Partner, General CounselCA , United States
Pauline Yang
Pauline Yang
PartnerCA , United States
Ryan Carroll
Ryan Carroll
PrincipalBoston, MA , United States
Thomas Reiner
Thomas Reiner
PartnerCA , United States
Vivek Goyal
Vivek Goyal
PartnerCA , United States
F
Freda DUAN
analystSan Francisco, CA , United States
Showing 1-10 of 12 team members