The Capital That Moves Markets
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NVDANVIDIA CORPORATION19.16%-9.41%$1.88BAdd+0.83%
CBRSCEREBRAS SYSTEMS INC16.24%$1.60BNew
METAMETA PLATFORMS INC7.76%-11.84%$763.25MTrim-30.63%
TSMTaiwan Semiconductor Manufacturing6.94%-1.15%$682.62MAdd+4.66%
CRWVCOREWEAVE INC6.15%+0.03%$604.58MAdd+35.00%
ARMARM HOLDINGS PLC5.92%+1.37%$582.19MTrim-4.28%
AMZNAMAZON COM INC5.88%-1.76%$578.06MAdd+16.07%
UBERUBER TECHNOLOGIES INC5.41%-4.65%$532.00MTrim-7.52%
SNOWSNOWFLAKE INC4.99%$490.23M—
MSFTMICROSOFT CORP4.81%-2.88%$473.02MAdd+7.13%
QCOMQUALCOMM INC3.54%$347.87MNew
SPCXSPACE EXPLORATION TECHN CORP3.09%$303.53MNew
MUMICRON TECHNOLOGY INC2.46%$241.85MNew
AMATAPPLIED MATLS INC1.93%$189.39MNew
KLACKLA CORP1.77%$174.46MNew
LRCXLAM RESEARCH CORP1.74%$170.77MNew
Altimeter Capital
Brad Gerstner · CIK 0001541617 · filed 2026-08-14
Equity positions
NameWeightValueChange
NVDANVIDIA CORPORATION19.16%-9.41%$1.88BAdd+0.83%CBRSCEREBRAS SYSTEMS INC16.24%$1.60BNewMETAMETA PLATFORMS INC7.76%-11.84%$763.25MTrim-30.63%TSMTaiwan Semiconductor Manufacturing6.94%-1.15%$682.62MAdd+4.66%CRWVCOREWEAVE INC6.15%+0.03%$604.58MAdd+35.00%ARMARM HOLDINGS PLC5.92%+1.37%$582.19MTrim-4.28%AMZNAMAZON COM INC5.88%-1.76%$578.06MAdd+16.07%UBERUBER TECHNOLOGIES INC5.41%-4.65%$532.00MTrim-7.52%SNOWSNOWFLAKE INC4.99%$490.23M—MSFTMICROSOFT CORP4.81%-2.88%$473.02MAdd+7.13%QCOMQUALCOMM INC3.54%$347.87MNewSPCXSPACE EXPLORATION TECHN CORP3.09%$303.53MNewMUMICRON TECHNOLOGY INC2.46%$241.85MNewAMATAPPLIED MATLS INC1.93%$189.39MNewKLACKLA CORP1.77%$174.46MNewLRCXLAM RESEARCH CORP1.74%$170.77MNew| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| NVIDIA CORPORATION · NVDA | Equity | 9,413,589 | $1.88B | 19.16%-9.41% | Add+0.83% | Information Technology |
| CEREBRAS SYSTEMS INC · CBRS | Equity | 7,225,037 | $1.60B | 16.24% | New | Information Technology |
| META PLATFORMS INC · META | Equity | 1,354,990 | $763.25M | 7.76%-11.84% | Trim-30.63% | Communication Services |
| Taiwan Semiconductor Manufacturing · TSM | Equity | 1,429,355 | $682.62M | 6.94%-1.15% | Add+4.66% | Information Technology |
| COREWEAVE INC · CRWV | Equity | 6,073,695 | $604.58M | 6.15%+0.03% | Add+35.00% | Information Technology |
| ARM HOLDINGS PLC · ARM | Equity | 1,641,972 | $582.19M | 5.92%+1.37% | Trim-4.28% | Information Technology |
| AMAZON COM INC · AMZN | Equity | 2,425,351 | $578.06M | 5.88%-1.76% | Add+16.07% | Consumer Discretionary |
| UBER TECHNOLOGIES INC · UBER | Equity | 7,372,440 | $532.00M | 5.41%-4.65% | Trim-7.52% | Information Technology |
| SNOWFLAKE INC · SNOW | Equity | 1,926,250 | $490.23M | 4.99% | — | Information Technology |
| MICROSOFT CORP · MSFT | Equity | 1,268,082 | $473.02M | 4.81%-2.88% | Add+7.13% | Information Technology |
| QUALCOMM INC · QCOM | Equity | 1,882,490 | $347.87M | 3.54% | New | Information Technology |
| SPACE EXPLORATION TECHN CORP · SPCX | Equity | 1,776,485 | $303.53M | 3.09% | New | Industrials |
| MICRON TECHNOLOGY INC · MU | Equity | 209,520 | $241.85M | 2.46% | New | Information Technology |
| APPLIED MATLS INC · AMAT | Equity | 261,950 | $189.39M | 1.93% | New | Information Technology |
| KLA CORP · KLAC | Equity | 578,230 | $174.46M | 1.77% | New | Information Technology |
| LAM RESEARCH CORP · LRCX | Equity | 394,080 | $170.77M | 1.74% | New | Information Technology |
Exited this quarter
3 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 AXON ENTERPRISE INC · AXON | Equity | 148,986 | $63.27M | 1.11% | Exit | Industrials |
 BROADCOM INC · AVGO | Equity | 67,094 | $20.77M | 0.36% | Exit | Information Technology |
 GRAB HOLDINGS LIMITED · GRAB | Equity | 3,502,000 | $262.6K | 0.00% | Exit | Information Technology |