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To screen for upcoming or past SPAC . Altimeter Capital Management, LP ("Altimeter") is an SEC-registered investment adviser. ALTIMETER GROWTH CO-INVEST FUND III, L.P. ALTIMETER SPECIAL SITUATIONS PORTFOLIO (2020-I), CHIEF COMPLIANCE OFFICER , GENERAL COUNSEL. None of the information contained in the Blog constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Manager Monday: Altimeter Capital Management - Novus Our team will review your remarks prior to publishing. Please Login : Altimeter Sharpe ratio is a measure of risk-adjusted return that indicates the additional return obtained by the hedge fund investor for every level of risk taken. 2015-2023 Fintel Ventures LLC. Gaurav Kapadia is off to an impressive start. Tweets. Our mission is to help visionary entrepreneurs build iconic companies, disrupt markets and improve lives through all stages of growth. Cedar Rock is based out of London, United Kingdom. 13F filing from ALTIMETER CAPITAL MANAGEMENT, LP, enter your Meta Platforms Inc makes up Altimeter Capital Company Profile | Management and Employees List Usually, a Sharpe ratio of more than 1 is considered good, while a ratio that is below 1 should be judged based on the investment strategy used. Catherine Woods fund seeks out Disruptive Innovation.. Their last reported 13F filing for Q4 2022 included $3,652,571,000 in managed 13F securities An additional office of the firm is in Menlo Park, CA. New York-based activist and event-driven hedge fund manager Coast Capital is also beating the market this year as they looked for out-of-favor value names in Europe. These licenses may or may not be disclosed by the Content Creator in the Blog. He also served as a co-CEO of a travel company called National Leisure Group. Best large hedge funds to clone?WhaleRock, SCGE and Dragoneer lead the pack. 64% of the total holdings value. All text and design is copyright 2020 WhaleWisdom.com. Eutelsat continues to provide satellite services to nearly 50% of Russias population, while OneWeb uses SpaceX to launch their satellites since Russias invasion of Ukraine. . [1]: Get this delivered to your inbox, and more info about our products and services. Sign up for free newsletters and get more CNBC delivered to your inbox. Brad is the Founder and CEO of Altimeter Capital - an internet, software, and travel focused investment firm founded in 2008 and located in Silicon Valley and Boston. Question:No way his VC fund has had any successes that could match the likes of the Priceline investment. His portfolio has gained 346% since June 2013 with a Sharpe ratio of 7.46. Snowflake (SNOW) makes up more than half of Gerstners portfolio at 52%, followed by Meta Platforms (FB) and Uber Technologies (UBER) at 10.4% and 8.9%, respectively. The portfolio returns have exceeded the average hedge fund portfolio return of 98.8%. Heatmaps of the top 13f holdings and a list of the largest trades made by Altimeter Capital Management, the hedge fund managed by Brad Gerstner. The information in this website is for general reference purposes and is subject to change without notice or update. and a top 10 holdings concentration of 99.95%. ALTIMETER CAPITAL MANAGEMENT, LP Top 13F Holdings - WhaleWisdom.com Designed for 5 yrs, ISRO-launched satellite completes decade and Altimeter Capital Management is a hedge fund with 17 clients and discretionary assets under management (AUM) of $17,950,309,162 (Form ADV from 2022-05-27). The portfolio has given average returns of 68.6% on an annualized basis over a three-year period. SEC form, multiple filers or classes of filers, and much more.***. A new blank check company IPO targeting the tech sector, Ark Investments 13F portfolio returned 39.74% annually for the last three years. After all, activist hedge funds get most of their earnings from investing in companies and pushing them to provide more shareholder value. To the extent any of the information contained in the Blog may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Answer:Gerstner spent a lot of time discussing the concept ofEssentialismwhich represents in many ways his philosophy on life & business. [3] It was launched with less than $3 million from Gerstner's friends and family during the financial crisis of 2008. I agree to receive PitchBook Data's electronic newsletters, updates, promotions and related messages The information in the Blog constitutes the Content Creators own opinions. Question:How did the investment playout? Altimeter.com is Altimeters only website. It sold the previously owned 1,155,613 shares for $138 million. Altimeter Capital Management's Holdings Altimeter has achieved spectacular annualized returns over the past few years, significantly outperforming the S&P 500. Brad Gerstner is an American investor and entrepreneur. BOSTON, MA [3], In 2013, Altimeter Capital closed its first venture capital fund at $75 million. Capitalizing on the funds VC success, Gerstner raised $450M for Altimeter Growth Corp (AGCUU), a blank check company IPO targeting the tech sector. The fund was located in North America if to be more exact in United States. Question:How are you feeling after listening to two podcasts (multiple times each), reading several articles, and sifting through 13Fs on Altimeter Capital? ? Altimeter SPAC goes public | PE Hub "On . The portfolio managed by Akre has gained 451.5% since June 2013, beating the S&P 500 index returns of 290.9% over the same period. Disclaimer: The information contained in this article represents the views and opinion of the writer only, and not the views or opinion of TipRanks or its affiliates. He founded a technology-focused investment firm called Altimeter Capital in 2008. The article said Gerstner wanted to build a Venture Capital Empire. ? Our mission is to help visionary entrepreneurs build iconic companies, disrupt markets and improve lives through all stages of growth. We want to hear from you. Altimeter Capital Management LP | AUM 13F Get our editors daily picks straight in your inbox! As revealed in a recent 13D filing with the US SEC, Brad Gerstner's Altimeter Capital Managemententered into a settlement agreement with theUnited Continental Holdings Inc. This means they effectively own approximately 0.1% of the company. Data is a real-time snapshot *Data is delayed at least 15 minutes. Altimeter Capital's second 'blank check' IPO raises $400 million One International Place, October 25th, 2022 - Hedge Funds Insider Trading, May 12th, 2022 - Hedge Funds Insider Trading, November 25th, 2020 - Hedge Funds Insider Trading, May 9th, 2017 - Hedge Funds Market Movers News. Top 10 Stocks Held By Altimeter Capital Management LP And annual 13F returns of 30% since 2011", "Investors push for board shake-up at United Continental Holdings", "United was 'clumsy' at first in scandal, but eventually 'got it right,' investor says", "Meta shareholder writes critical open letter saying company needs to slash headcount and stop spending so much money on 'metaverse', "Meta Needs to Slash Metaverse Spending to 'Get Mojo Back,' Shareholder Says", "Meta laying off more than 11,000 employees: Read Zuckerberg's letter announcing the cuts", "FTX Fiasco Hits Investors From Tiger Global to Tom Brady", "Pine Labs: Actis, Altimeter put $82 million in Pine Labs to grow roots", Taxation of private equity and hedge funds, Alternative investment management companies, History of private equity and venture capital, Private investment in public equity (PIPE), Private equity and venture capital investors, https://en.wikipedia.org/w/index.php?title=Altimeter_Capital&oldid=1133952390, Financial services companies established in 2008, Financial services companies based in Massachusetts, Companies based in Menlo Park, California, Pages with non-numeric formatnum arguments, Creative Commons Attribution-ShareAlike License 3.0, This page was last edited on 16 January 2023, at 07:44. Gerstner has proven himself to be a world-class stock picker. Join the more than 1.5 million industry professionals who get our daily newsletter! Per Altimeter's website: Altimeter Capital is a global investment . Kultura Capital Management is being structured as a hybrid fund that will focus on late-stage tech startups as well as public companies, the person said. Altimeter Capital is the famous VC, which was founded in 2008. Altimeter Capital Fund Manager Profile | Preqin Altimeter Capital Chairman and CEO Brad Gerstner said his hedge fund sold stakes in United Airlines and Expedia, adding that easy gains from the rebound in travel stocks have been realized. Among the most successful fund investment fields, there are Marketplace, Cloud Computing. The Sohn Investment Conference, one of the biggest hedge fund gatherings of the year, took place yesterday in New York, with Bill Ackman, David Einhorn, Keith Meister, and Larry Robbins among the hedge Brad Gerstner's Altimeter Capital disclosed a 5.1% stake inTableau Software Inc (NYSE:DATA). Altimeter Capital has had 22 exits. This website is provided as is without any representations or warranties, express or implied. The Altimeter Capital management team includes Brad Gerstner (Founder & CEO), John Kiernan (Chief Financial Officer and Chief Compliance Officer), and Hab Siam (General Counsel and Chief Compliance Officer) . Here are the 10 most popular hedge fund managers in WhaleWisdom. Question:Was there one take that you felt that Brad made that was particularly interesting? Mastercard (MA), Moodys (MCO), and American Tower (AMT) made up 12.5%, 12.3%, and 11.4% each of Akres portfolio. Back in 2013, Bloomberg ran a profile of Brad Gerstner's Altimeter Capital that described the up-and-coming hedge fund manager as an adventurer an amateur pilot and heli-skier who hangs out with big-time CEOs at Burning Man. Grab to list in US via $40 bln merger with Altimeter Growth Type a symbol or company name. Nelson Peltz, CEO and Co-Founder of Trian Fund Management, is ranked #2 on the TipRanks Best Hedge Fund Managers list. Altimeter LLC. Ray Dalio's: Bridgewater Associates. are based in the United States. Ault bought 295,000 shares 12% of NTNs float on Jan. 25-28. Altimeter Capital Management is a hedge fund with 17 clients and discretionary assets under management (AUM) of $17,950,309,162 (Form ADV from 2022-05-27). In a $400M fund we might have 10 investments.. Numerous financial news websites and stock market participants call activist investors vultures, who aim to extract short-term benefits at the expense of companies long-term performance. That would make it the largest SPAC merger ever, more than [] To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. Each investment position stands on its own based on Altimeters assessment of whether a significant discrepancy exists between a companys current market value and intrinsic business value. This means they effectively own approximately 0.1% of the company. The activist hedge fund industry oversees approximately $120 billion in assets under management, which enables activists to acquire stakes even in the largest U.S. public companies. Altimeter Capital is an American investment firm based in Boston, Massachusetts and Menlo Park, California.