Investor portfolio
Altimeter Capital Management
Altimeter Capital Management is Brad Gerstner's investment management firm.
Linked investors: Brad Gerstner
US 13F portfolio
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $9,829,676,383
- Positions
- 20
- Sources
- 13F on EDGAR
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | NVDA | +1% | 19.16% |
| ≡ | CBRS | Newly reported | 16.24% |
| ≡ | META | −31% | 7.76% |
| ≡ | TSM | +5% | 6.94% |
| ≡ | CRWV | +35% | 6.15% |
| ≡ | ARM | −4% | 5.92% |
| ≡ | AMZN | +16% | 5.88% |
| ≡ | UBER | −8% | 5.41% |
| ≡ | SNOW | 4.99% | |
| ≡ | MSFT | +7% | 4.81% |
| ≡ | QCOM | Newly reported | 3.54% |
| ≡ | SPCX | Newly reported | 3.09% |
| ≡ | MU | Newly reported | 2.46% |
| ≡ | AMAT | Newly reported | 1.93% |
| ≡ | KLAC | Newly reported | 1.77% |
| ≡ | LRCX | Newly reported | 1.74% |
| ≡ | HOOD | 0.92% | |
| ≡ | GOOG(L) | Newly reported | 0.64% |
| ≡ | SNPS | Newly reported | 0.64% |
| ≡ | GRABW | Newly reported | 0.0% |
| ≡ | AXON | SOLD | — |
| ≡ | AVGO | SOLD | — |
| ≡ | Unmapped CUSIP | SOLD | — |
13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.