Funds
Altimeter Capital Management
Брэд Герстнер
13F AUM
9.83 B $
positions
20
filed
August 14, 2026
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 19.16% | — |
| CBRS | CEREBRAS SYSTEMS INC | 16.24% | — |
| META | META PLATFORMS INC | 7.76% | — |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6.94% | — |
| CRWV | COREWEAVE INC | 6.15% | — |
| ARM | ARM HOLDINGS PLC | 5.92% | — |
| AMZN | AMAZON COM INC | 5.88% | — |
| UBER | UBER TECHNOLOGIES INC | 5.41% | — |
| SNOW | SNOWFLAKE INC | 4.99% | — |
| MSFT | MICROSOFT CORP | 4.81% | — |
| QCOM | QUALCOMM INC | 3.54% | — |
| SPCX | SPACE EXPLORATION TECHN CORP | 3.09% | — |
| MU | MICRON TECHNOLOGY INC | 2.46% | — |
| AMAT | APPLIED MATLS INC | 1.93% | — |
| KLAC | KLA CORP | 1.77% | — |
| LRCX | LAM RESEARCH CORP | 1.74% | — |
| HOOD | ROBINHOOD MKTS INC | 0.92% | — |
| GOOGL | ALPHABET INC | 0.64% | — |
| SNPS | SYNOPSYS INC | 0.64% | — |
| GRAB | GRAB HOLDINGS LIMITED | 0.0% | — |