Altimeter Capital (Brad Gerstner)

Technology and cloud companies.

What Brad Gerstner held at Q2 2026: 20 positions, the largest NVDA +19.2 %, CBRS +16.2 %, META +7.8 %, TSM +6.9 %, CRWV +6.2 %. Changes against the quarter before.

• NVDA – +19.2 %
• CBRS – +16.2 %
• META – +7.8 %
• TSM – +6.9 %
• CRWV – +6.2 %
• ARM – +5.9 %
• AMZN – +5.9 %
• UBER – +5.4 %
• SNOW – +5.0 %
• MSFT – +4.8 %
• QCOM – +3.5 %
• SPCX – +3.1 %
• MU – +2.5 %
• AMAT – +1.9 %
• KLAC – +1.8 %
• LRCX – +1.7 %
• HOOD – +0.9 %
• GOOGL – +0.6 %
• SNPS – +0.6 %
• GRAB HOLDINGS LIMITED – +0.0 %