{"url":"https://nivawealth.com/firms/altimeter-capital-management-160017","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160017","regulatoryAum":18753715687,"crd":"160017","secFileNumber":"801-73411","legalName":"Altimeter Capital Management, LP","displayName":"Altimeter Capital Management","website":"http://www.altimeter.com","linkedinUrl":"https://www.linkedin.com/company/altimeter-capital","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"2550 Sand Hill Road, Suite 150","city":"Menlo Park","state":"CA","stateName":"California","country":"United States","postalCode":"94025"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":35,"advisory":13,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":18753715687,"discretionaryAccounts":36,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":8,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":35,"regulatoryAum":18037585923},{"label":"Sovereign wealth funds and foreign official institutions","clients":1,"regulatoryAum":716129764}],"fees":[],"feeNotes":[],"custodians":[{"name":"Citigroup Global Markets Inc.","shortName":"Citigroup Global Markets","location":"New York, NY","smaAssets":377288781},{"name":"Morgan Stanley & Co. LLC","shortName":"Morgan Stanley","location":"New York, NY","smaAssets":237760623}],"custodyNote":"Altimeter Capital Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Kiernan","title":"Chief Financial Officer / Managing Partner","crd":"6019911"},{"name":"Anne Hancock","title":"Chief Compliance Officer and Deputy General Counsel","crd":"8117585"},{"name":"Bradley Gerstner","title":"CEO/Limited Partner","crd":"2524057"},{"name":"Meghan Reynolds","title":"Head of Capital Formation / Managing Partner","crd":"5067515"},{"name":"Matthew Tolve","title":"General Counsel / Managing Partner","crd":"7412095"}],"ownership":[{"label":"Bradley Gerstner","detail":"Ceo/limited partner in the 75% or more ownership band and a control person, since November 2008. Also a managing member of Altimeter Capital Management General Partner, LLC in the 75% or more band and a control person, since July 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2550 Sand Hill Road, Suite 150","city":"Menlo Park","headquarters":true}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"One International Place","city":"Boston"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-257-8355","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":99},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":33},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160017/PDF/160017.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Altimeter Capital Management have?","answer":"Altimeter Capital Management has 36 clients and manages $18.8 billion for them, as of March 2026. They include 35 pooled investment vehicles and 1 sovereign wealth funds and foreign official institutions.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Altimeter Capital Management offer?","answer":"Altimeter Capital Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Altimeter Capital Management use?","answer":"Altimeter Capital Management’s separately managed account assets are held at Citigroup Global Markets Inc. (New York, NY), with $377,288,781 and Morgan Stanley & Co. LLC (New York, NY), with $237,760,623. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Altimeter Capital Management have?","answer":"Altimeter Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 35 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Altimeter Capital Management invest in?","answer":"At the end of its last fiscal year, Altimeter Capital Management’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 33 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Altimeter Capital Management?","answer":"Altimeter Capital Management’s direct owner is Bradley Gerstner (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Altimeter Capital Management get paid?","answer":"Altimeter Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/altimeter-capital-management-160017/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1541617/000154161726000008/0001541617-26-000008-index.html","totalValue":9829676383,"positionCount":20,"top10Share":0.8328088211691028,"top10":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1883565023,"shares":9413589,"shareType":"SH"},{"issuer":"CEREBRAS SYSTEMS INC","titleOfClass":"COM CL A","cusip":"15675D103","value":1596733177,"shares":7225037,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":763252318,"shares":1354990,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MFG LTD","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":682617068,"shares":1429355,"shareType":"SH"},{"issuer":"COREWEAVE INC","titleOfClass":"COM CL A","cusip":"21873S108","value":604575601,"shares":6073695,"shareType":"SH"},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":582194012,"shares":1641972,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":578058158,"shares":2425351,"shareType":"SH"},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":531995271,"shares":7372440,"shareType":"SH"},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":490230625,"shares":1926250,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":473019948,"shares":1268082,"shareType":"SH"}],"positionsListed":20,"positions":[{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":1883565023,"shares":9413589,"shareType":"SH"},{"issuer":"CEREBRAS SYSTEMS INC","titleOfClass":"COM CL A","cusip":"15675D103","value":1596733177,"shares":7225037,"shareType":"SH"},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":763252318,"shares":1354990,"shareType":"SH"},{"issuer":"TAIWAN SEMICONDUCTOR MFG LTD","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":682617068,"shares":1429355,"shareType":"SH"},{"issuer":"COREWEAVE INC","titleOfClass":"COM CL A","cusip":"21873S108","value":604575601,"shares":6073695,"shareType":"SH"},{"issuer":"ARM HOLDINGS PLC","titleOfClass":"SPONSORED ADS","cusip":"042068205","value":582194012,"shares":1641972,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":578058158,"shares":2425351,"shareType":"SH"},{"issuer":"UBER TECHNOLOGIES INC","titleOfClass":"COM","cusip":"90353T100","value":531995271,"shares":7372440,"shareType":"SH"},{"issuer":"SNOWFLAKE INC","titleOfClass":"COM SHS","cusip":"833445109","value":490230625,"shares":1926250,"shareType":"SH"},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":473019948,"shares":1268082,"shareType":"SH"},{"issuer":"QUALCOMM INC","titleOfClass":"COM","cusip":"747525103","value":347865327,"shares":1882490,"shareType":"SH"},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":303530227,"shares":1776485,"shareType":"SH"},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":241846841,"shares":209520,"shareType":"SH"},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":189389850,"shares":261950,"shareType":"SH"},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":174457773,"shares":578230,"shareType":"SH"},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":170766686,"shares":394080,"shareType":"SH"},{"issuer":"ROBINHOOD MKTS INC","titleOfClass":"COM CL A","cusip":"770700102","value":90221013,"shares":899691,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":62604076,"shares":175180,"shareType":"SH"},{"issuer":"SYNOPSYS INC","titleOfClass":"COM","cusip":"871607107","value":62602803,"shares":140343,"shareType":"SH"},{"issuer":"GRAB HOLDINGS LIMITED","titleOfClass":"W EXP 12/1/202","cusip":"G4124C117","value":150586,"shares":3502000,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}