Freda DUAN

Freda Duan is a Principal at Altimeter Capital Management LP, based in San Francisco, California, where she focuses on investment analysis and research within the technology sector, with a particular emphasis on artificial intelligence (AI), cloud infrastructure, and enterprise software. Her role involves evaluating emerging trends in AI, analyzing capital expenditure cycles in big tech, and assessing competitive dynamics within the AI software and infrastructure space.

Previously, Freda was a Private Equity Investor at Equity Group Investments LLC, where she gained experience in private market transactions and strategic investments across various industries. She has developed deep expertise in technology-driven business models and the economic impact of advanced software platforms.

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 for her thought leadership on the evolving role of AI in enterprise markets and capital allocation trends affecting hyperscalers and major technology companies.