What Brad Gerstner last reported owning
Altimeter Capital
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $9.83B across 20 positions · view on SEC EDGAR
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $1.88B | 9,413,589 | |
| 2 | CEREBRAS SYSTEMS INC | $1.60B | 7,225,037 | |
| 3 | META PLATFORMS INC | $763.3M | 1,354,990 | |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | $682.6M | 1,429,355 | |
| 5 | COREWEAVE INC | $604.6M | 6,073,695 | |
| 6 | ARM HOLDINGS PLC | $582.2M | 1,641,972 | |
| 7 | AMAZON COM INC | $578.1M | 2,425,351 | |
| 8 | UBER TECHNOLOGIES INC | $532.0M | 7,372,440 | |
| 9 | SNOWFLAKE INC | $490.2M | 1,926,250 | |
| 10 | MICROSOFT CORP | $473.0M | 1,268,082 | |
| 11 | QUALCOMM INC | $347.9M | 1,882,490 | |
| 12 | SPACE EXPLORATION TECHN CORP | $303.5M | 1,776,485 | |
| 13 | MICRON TECHNOLOGY INC | $241.8M | 209,520 | |
| 14 | APPLIED MATLS INC | $189.4M | 261,950 | |
| 15 | KLA CORP | $174.5M | 578,230 | |
| 16 | LAM RESEARCH CORP | $170.8M | 394,080 | |
| 17 | ROBINHOOD MKTS INC | $90.2M | 899,691 | |
| 18 | ALPHABET INC | $62.6M | 175,180 | |
| 19 | SYNOPSYS INC | $62.6M | 140,343 | |
| 20 | GRAB HOLDINGS LIMITED | $151K | 3,502,000 |
Showing top 20 of 20 reported positions. Put/Call tags mark options positions.
Latest-quarter moves
From the most recent 13F vs. the prior quarter
- CEREBRAS SYSTEMS INC$1.60B
- QUALCOMM INC$347.9M
- SPACE EXPLORATION TECHN CORP$303.5M
- MICRON TECHNOLOGY INC$241.8M
- APPLIED MATLS INC$189.4M
- KLA CORP$174.5M
- LAM RESEARCH CORP$170.8M
- ALPHABET INC$62.6M
- SYNOPSYS INC$62.6M
- GRAB HOLDINGS LIMITED$151K
- NVIDIA CORPORATION$1.88B
- TAIWAN SEMICONDUCTOR MFG LTD$682.6M
- COREWEAVE INC$604.6M
- AMAZON COM INC$578.1M
- MICROSOFT CORP$473.0M
- META PLATFORMS INC$763.3M
- ARM HOLDINGS PLC$582.2M
- UBER TECHNOLOGIES INC$532.0M
- AXON ENTERPRISE INC$63.3M
- BROADCOM INC$20.8M
- GRAB HOLDINGS LIMITED$263K
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Questions people ask
What did Brad Gerstner's Altimeter Capital own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 20 positions worth $9.83B. The largest was NVIDIA CORPORATION at $1.88B, 19.2% of the reported portfolio.
When did Altimeter Capital last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Brad Gerstner's Altimeter Capital buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 10 new positions, 5 positions added to, 3 trimmed and 3 sold out entirely. Each is listed above with its size.
Does this page show everything Altimeter Capital owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.