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GrowthEst. 2008

Altimeter Capital

3 AI companies in their portfolio

🇺🇸USA·Brad Gerstner

$8B

Awaira Score

out of 100

AI, Enterprise, Consumer Tech is where Altimeter Capital places their bets. They typically invest at the Growth stage. With $8B under management, they've got the firepower to write big checks. They've backed 3 AI companies so far.

Investment Strategy Analysis

Altimeter Capital deploys capital from USA with a clear mandate in AI, Enterprise, Consumer Tech. The firm primarily targets Growth opportunities, positioning it to capture value at a specific inflection point in company growth. Managing $8B across 3 known investments suggests a concentrated, high-conviction approach to AI investing. Awaira rates Altimeter Capital in the top tier of tracked AI investors based on portfolio performance, deal activity, and market presence.

Score

80/100

AUM

$8B

Portfolio Size

3

Founded

2008

Stage Focus

Growth

Country

🇺🇸 USA

$8B

Total capital managed

3

Companies backed

Growth

Preferred investment stage

AIEnterpriseConsumer Tech

About Altimeter Capital

Altimeter Capital is a growth-stage investment firm founded in 2008, headquartered in USA, managing approximately $8B in assets under management. The firm concentrates on AI, Enterprise, Consumer Tech, deploying capital primarily at the growth level. Notable AI portfolio companies include Snowflake, Uber, Databricks. Altimeter Capital has participated in 2 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Consumer Tech sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Altimeter Capital an investor score of 80/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Altimeter Capital evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Snowflake, Uber, Databricks reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.

Founded: 2008

Foundation Models
1

Portfolio Companies(1)

Portfolio Metrics

Companies

1

Categories

1

Top Sector

Foundation Models (1)

Avg Score

65/100

KT Investment (2)

Rounds Led(1)

Series BLead Investor

Aug 2024

$72M

Altimeter Capital is a growth-stage investment firm founded in 2008, headquartered in USA, managing approximately $8B in assets under management. The firm concentrates on AI, Enterprise, Consumer Tech, deploying capital primarily at the growth level. Notable AI portfolio companies include Snowflake, Uber, Databricks. Altimeter Capital has participated in 2 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Consumer Tech sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Altimeter Capital an investor score of 80/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Altimeter Capital evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Snowflake, Uber, Databricks reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.

Brad Gerstner

Investment Track Record

AUM

$8B

Notable Deal

Altimeter Capital is a growth-stage investment fir...

Founded

2008

Stage

Growth

Altimeter Capital manages $8B, deploying capital with conviction into AI opportunities that match their thesis.

Frequently Asked Questions

What is Altimeter Capital's AUM?
The firm manages around $8B. That capital backs Altimeter Capital's thesis across AI companies — from early-stage rounds through growth-stage follow-ons.
What sectors does Altimeter Capital focus on?
Altimeter Capital concentrates on AI, Enterprise, Consumer Tech. That focus has shaped a portfolio of companies building at the intersection of these areas.
How many portfolio companies does Altimeter Capital have?
Altimeter Capital has backed at least 3 AI companies that Awaira tracks. Venture portfolios often include undisclosed bets, so the true count could be larger.
What stage does Altimeter Capital invest in?
Most of Altimeter Capital's capital goes into Growth rounds. This stage preference aligns with their fund structure and return expectations.
What is Altimeter Capital's most notable investment?
Among Altimeter Capital's portfolio, the standout deal is Altimeter Capital is a growth-stage investment firm founded in 2008, headquartered in USA, managing approximately $8B in assets under management. The firm concentrates on AI, Enterprise, Consumer Tech, deploying capital primarily at the growth level. Notable AI portfolio companies include Snowflake, Uber, Databricks. Altimeter Capital has participated in 2 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Consumer Tech sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Altimeter Capital an investor score of 80/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Altimeter Capital evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Snowflake, Uber, Databricks reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.. This investment reflects the firm's broader strategy and risk appetite in the AI market.