sec filings
Altimeter Capital
Brad Gerstner · period Tue 30 Jun 2026 · filed Fri 14 Aug 2026 · $9.83B
| Stock | Change | Value | Shares | |
|---|---|---|---|---|
| NVDA NVIDIA CORPORATION | 19.2% | Added +1% | $1.88B | 9,413,589 |
| CBRS CEREBRAS SYSTEMS INC | 16.2% | New | $1.60B | 7,225,037 |
| META META PLATFORMS INC | 7.8% | Trimmed -31% | $763.25M | 1,354,990 |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 6.9% | Added +5% | $682.62M | 1,429,355 |
| CRWV COREWEAVE INC | 6.2% | Added +35% | $604.58M | 6,073,695 |
| ARM ARM HOLDINGS PLC | 5.9% | Trimmed -4% | $582.19M | 1,641,972 |
| AMZN AMAZON COM INC | 5.9% | Added +16% | $578.06M | 2,425,351 |
| UBER UBER TECHNOLOGIES INC | 5.4% | Trimmed -8% | $532.00M | 7,372,440 |
| SNOW SNOWFLAKE INC | 5.0% | Same | $490.23M | 1,926,250 |
| MSFT MICROSOFT CORP | 4.8% | Added +7% | $473.02M | 1,268,082 |
| QCOM QUALCOMM INC | 3.5% | New | $347.87M | 1,882,490 |
| SPCX SPACE EXPLORATION TECHN CORP | 3.1% | New | $303.53M | 1,776,485 |
| MU MICRON TECHNOLOGY INC | 2.5% | New | $241.85M | 209,520 |
| AMAT APPLIED MATLS INC | 1.9% | New | $189.39M | 261,950 |
| KLAC KLA CORP | 1.8% | New | $174.46M | 578,230 |
| LRCX LAM RESEARCH CORP | 1.7% | New | $170.77M | 394,080 |
| HOOD ROBINHOOD MKTS INC | 0.9% | Same | $90.22M | 899,691 |
| GOOGL ALPHABET INC | 0.6% | New | $62.60M | 175,180 |
| SNPS SYNOPSYS INC | 0.6% | New | $62.60M | 140,343 |
| GRABW GRAB HOLDINGS LIMITED | 0.0% | New | $150,586 | 3,502,000 |