Confluent, Inc. — Major Shareholding Notification 2025

Aug 14, 2025

xml version="1.0" encoding="UTF-8"? SCHEDULE 13G/A 0001541617 XXXXXXXX LIVE 4 Class A Common Stock, par value $0.0001 per share 06/30/2025 0001699838 Confluent, Inc. 20717M103 899 W. EVELYN AVENUE MOUNTAIN VIEW CA 94041 Rule 13d-1(c) Altimeter Capital Management, LP DE 0.00 13122150.00 0.00 13122150.00 13122150.00 4.5 IA PN Altimeter Capital Management General Partner, LLC DE 0.00 13122150.00 0.00 13122150.00 13122150.00 4.5 OO Brad Gerstner DE 0.00 13122150.00 0.00 13122150.00 13122150.00 4.5 IN Confluent, Inc. 899 W. EVELYN AVENUE, MOUNTAIN VIEW, CALIFORNIA, 94041 This Amendment Filing to the Schedule 13G (this "Amendment Filing") is being filed on behalf of Altimeter Capital Management General Partner LLC (the "General Partner"), Altimeter Capital Management, LP (the "Investment Manager"), and Brad Gerstner, who are collectively referred to as the "Reporting Persons." Mr. Gerstner is the sole managing principal of the General Partner, the Investment Manager and the Fund General Partner. The General Partner is the sole general partner of the Investment Manager, which is the investment manager of the Fund. The Fund General Partner is the sole general partner of the Fund. The Reporting persons have entered into a Joint Filing Agreement, dated as of February 14, 2024, a copy of which was filed as Exhibit 1 to the Reporting Persons' Schedule 13G/A previously filed with the Commission on February 14, 2024, pursuant to which the Reporting Persons have agreed to file this statement jointly in accordance with the provisions of Rule 13d-1(k) under the Act. The principal business office of the Reporting Persons with respect to the shares reported hereunder is One International Place, Suite 4610, Boston, MA 02110. Each of the Investment Manager and the Fund is a Delaware limited partnership. Each of the General Partner and the Fund General Partner is a Delaware limited liability company. Mr. Gerstner is a United States citizen. Y The beneficial ownership of each Reporting Person of shares of Common Stock ("Common Stock") as of August 14, 2025 is as follows: each of the General Partner (as the general partner of the Investment Manager), the Investment Manager (as the investment manager of the Fund), and Mr. Gerstner (as the sole managing principal of the General Partner, and the Investment Manager) beneficially owns 13,122,150 shares of Common Stock, representing approximately 4.5% of such class of security. All ownership percentages of securities reported herein are based upon a total of 291,931,187 shares of Common Stock shares outstanding as of July 23, 2025. Shares reported herein for the General Partner, the Investment Manager and Mr. Gerstner represent shares of Class A Common Stock beneficially owned and held by record of several private funds (collectively, the "Altimeter Entities") for which the Investment Manager serves as the investment manager. The General Partner serves as the sole general partner of the Investment Manager. Shares reported herein for Mr. Gerstner represent shares of Class A Common Stock beneficially owned and held of record by the Altimeter Entities. Mr. Gerstner is the sole managing principal of the General Partner, the Investment Manager and the Fund General Partner. Shares reported herein of the Fund General Partner represent shares of Class A Common Stock beneficially owned and held of record by the Fund. As of June 30, 2025, the Altimeter Entities beneficially owned 15,552,976 shares of Common Stock, representing approximately 5.3% of such class of security, based upon a total of 291,931,187 shares of Common Stock shares outstanding as of July 23, 2025. As of September 30, 2024, the Altimeter Entities beneficially owned 13,626,464 shares of Common Stock, representing approximately 5.5% of such class of security, based upon a total of 250,068,648 shares of Common Stock outstanding as of July 24, 2024. Altimeter Capital Management General Partner LLC - 13,122,150 shares Altimeter Capital Management, LP - 13,122,150 shares Brad Gerstner - 13,122,150 shares Altimeter Capital Management General Partner LLC - 4.5% Altimeter Capital Management, LP - 4.5% Brad Gerstner - 4.5% Altimeter Capital Management General Partner LLC - 0 - Altimeter Capital Management, LP - 0 - Brad Gerstner - 0- Altimeter Capital Management General Partner LLC - 13,122,150 shares Altimeter Capital Management, LP - 13,122,150 shares Brad Gerstner - 13,122,150 shares Y Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. Altimeter Capital Management, LP /s/ Annie Hancock Chief Compliance Officer 08/14/2025 Altimeter Capital Management General Partner, LLC /s/ Annie Hancock Chief Compliance Officer 08/14/2025 Brad Gerstner /s/ Brad Gerstner Founder and CEO 08/14/2025