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Brad Gerstner
Quarterly, as of Jun 30, 2026
Total value reported in each quarterly 13F filing. Includes option notional, so it reflects scale and inflows, not return.
Weights are of disclosed long equity positions only. Q/Q compares share counts against the prior quarter.
| Value | Weight | |||
|---|---|---|---|---|
NV NVDANVIDIA CORPORATION | $1.88B | 19.16% | ||
CB CBRSCEREBRAS SYSTEMS INC | $1.60B | 16.24% | ||
ME METAMETA PLATFORMS INC | $763.25M | 7.76% | ||
TS TSMTAIWAN SEMICONDUCTOR MFG LTD | $682.62M | 6.94% | ||
CR CRWVCOREWEAVE INC | $604.58M | 6.15% | ||
AR ARMARM HOLDINGS PLC | $582.19M | 5.92% | ||
AM AMZNAMAZON COM INC | $578.06M | 5.88% | ||
UB UBERUBER TECHNOLOGIES INC | $532.00M | 5.41% | ||
SN SNOWSNOWFLAKE INC | $490.23M | 4.99% | ||
MS MSFTMICROSOFT CORP | $473.02M | 4.81% | ||
QC QCOMQUALCOMM INC | $347.87M | 3.54% | ||
SP SPCXSPACE EXPLORATION TECHN CORP | $303.53M | 3.09% | ||
MU MUMICRON TECHNOLOGY INC | $241.85M | 2.46% | ||
AM AMATAPPLIED MATLS INC | $189.39M | 1.93% | ||
KL KLACKLA CORP | $174.46M | 1.77% | ||
LR LRCXLAM RESEARCH CORP | $170.77M | 1.74% | ||
HO HOODROBINHOOD MKTS INC | $90.22M | 0.92% | ||
GO GOOGLALPHABET INC | $62.60M | 0.64% | ||
SN SNPSSYNOPSYS INC | $62.60M | 0.64% | ||
GR GRABWGRAB HOLDINGS LIMITED | $150.59K | 0.00% | ||
AX AXONAXON ENTERPRISE INC | — | — | ||
AV AVGOBROADCOM INC | — | — | ||
G GRAB HOLDINGS LIMITED | — | — |
For informational purposes only. This is not investment advice, not a recommendation, and not affiliated with or endorsed by any person or fund shown. Past activity does not predict future results.
Altimeter Capital is the institutional manager run by Brad Gerstner. The positions below are disclosed each quarter in the fund's SEC Form 13F.
From the fund's quarterly SEC 13F: long U.S. equity and options positions at quarter-end, published up to 45 days later. Excludes short sales, cash, and non-U.S. holdings.