Freda Duan

Freda Duan is a Principal at Altimeter Capital Management LP, based in San Francisco, where she leads investment analysis and research with a primary focus on the technology sector. Her specific areas of expertise include artificial intelligence (AI), cloud infrastructure, and enterprise software, and she is actively involved in evaluating capital expenditure cycles in big tech, monitoring the evolving competitive landscape in AI software and infrastructure, and analyzing trends in both open and closed source AI models.

Her previous roles include serving as a Private Equity Investor and Associate at Equity Group Investments LLC, providing her with significant experience in private market transactions and strategic investments across a range of industries. She has developed a strong reputation for her insights into technology-driven business models and the economic implications of advanced software platforms, frequently sharing her thought leadership on enterprise AI and capital allocation dynamics affecting hyperscalers and major technology firms.

Freda holds an undergraduate degree from The Hong Kong University of Science & Technology and an MBA from The Wharton School of the University of Pennsylvania. She is recognized within the investment community for her expertise in technology sectors and her contributions to understanding the impact of AI on enterprise markets and infrastructure investment cycles.