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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Altimeter | Principal | Jan 2021 to Present | Public & Private Tech Investing | 
| Valor Equity Partners | Venture and Growth | Jan 2019 to Jan 2021 | Investments: Coalition, Anduril, Reddit, Bird, Premise, HackerOne, Tock | 
| Goldman Sachs | Investment Banking Analyst | Jan 2018 to Jan 2019 | Technology, Media & Telecom | 
| Credit Suisse | Investment Banking Analyst | Jan 2017 to Jan 2018 | Technology, Media & Telecom | 
| Moon Capital | Investment Analyst | Jan 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)
| Name | Role | Location | 
|---|---|---|
| Principal | CA , United States | |
| Partner | San Francisco, CA , United States | |
| Partner | Palo Alto, CA , United States | |
| JJohn 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 | |
| FFreda DUAN | analyst | San Francisco, CA , United States |