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Altimeter Capital Management

Брэд Герстнер

13F AUM 9.83 B $
positions 20
filed August 14, 2026
NVDA · 19.2% NVDA 19.2% CBRS · 16.2% CBRS 16.2% META · 7.8% META 7.8% TSM · 6.9% TSM 6.9% CRWV · 6.2% CRWV 6.2% ARM · 5.9% ARM 5.9% AMZN · 5.9% AMZN 5.9% UBER · 5.4% UBER 5.4% SNOW · 5.0% SNOW 5.0% MSFT · 4.8% MSFT 4.8% QCOM · 3.5% QCOM 3.5% SPCX · 3.1% SPCX MU · 2.5% MU AMAT · 1.9% AMAT KLAC · 1.8% KLAC LRCX · 1.7% LRCX 1.7% HOOD · 0.92% HOOD GOOGL · 0.64% SNPS · 0.64% SNPS GRAB · 0.0%

Small cells: GOOGL 0.64%, GRAB 0.0%.

added new trimmed unchanged