Altimeter Capital Management, LP — 13F holdings

Altimeter Capital Management, LP reported 20 holdings worth $9.83B in its 13F filing for Q2 2026, filed August 14, 2026.

Brad Gerstner's portfolio: holdings, buys and sells

Largest positions

1. NVDA NVIDIA CORPORATION — $1.88B (19.2%)
2. CBRS CEREBRAS SYSTEMS INC — $1.60B (16.2%)
3. META META PLATFORMS INC — $763M (7.8%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $683M (6.9%)
5. CRWV COREWEAVE INC — $605M (6.2%)
6. ARM ARM HOLDINGS PLC — $582M (5.9%)
7. AMZN AMAZON COM INC — $578M (5.9%)
8. UBER UBER TECHNOLOGIES INC — $532M (5.4%)
9. SNOW SNOWFLAKE INC — $490M (5.0%)
10. MSFT MICROSOFT CORP — $473M (4.8%)