SEC EDGAR Form 13F
Altimeter Capital Management
Altimeter Capital Management is an investment manager associated with Brad Gerstner and growth-oriented public-equity investing in technology and related companies.
Latest Form 13F: 206 long U.S. equity positions, $186.6B reported value for the period ended Jun 30, 2026, led by NVIDIA CORPORATION, CEREBRAS SYSTEMS INC, and CEREBRAS SYSTEMS INC.
CIK: 1541617 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 9.4M | $1.9B | 19.16% | +0.8% |
| 2 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 3 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 4 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 5 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 6 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 7 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 8 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 9 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 10 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 11 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 12 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 13 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 14 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 15 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 16 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 17 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 18 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 19 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 20 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 21 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 22 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 23 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 24 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 25 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 26 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 27 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 28 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 29 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 30 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 31 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 32 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 33 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 34 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 35 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 36 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 37 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 38 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 39 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 40 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 41 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 42 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 43 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 44 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 45 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 46 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 47 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 48 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 49 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |
| 50 | -- | CEREBRAS SYSTEMS INC | 7.2M | $1.6B | 16.24% | -- |