Altimeter Capital Management, LP activity
Every position Brad Gerstner opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
9
Add
5
Reduce
3
Exit
2
19 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CBRS | New | 0% to 16.2% | $1.6B | Q1→Q2 |
| QCOM | New | 0% to 3.5% | $348M | Q1→Q2 |
| SPCX | New | 0% to 3.1% | $304M | Q1→Q2 |
| MU | New | 0% to 2.5% | $242M | Q1→Q2 |
| AMAT | New | 0% to 1.9% | $189M | Q1→Q2 |
| KLAC | New | 0% to 1.8% | $174M | Q1→Q2 |
| LRCX | New | 0% to 1.7% | $171M | Q1→Q2 |
| GOOGL | New | 0% to 0.64% | $63M | Q1→Q2 |
| SNPS | New | 0% to 0.64% | $63M | Q1→Q2 |
| AXON | Exit | 1.1% to 0% | $63M | Q1→Q2 |
| AVGO | Exit | 0.36% to 0% | $21M | Q1→Q2 |
| NVDA | Add | 28.6% to 19.2% | +0.8% sh | Q1→Q2 |
| MSFT | Add | 7.7% to 4.8% | +7.1% sh | Q1→Q2 |
| AMZN | Add | 7.6% to 5.9% | +16.1% sh | Q1→Q2 |
| TSM | Add | 8.1% to 6.9% | +4.7% sh | Q1→Q2 |
| CRWV | Add | 6.1% to 6.2% | +35.0% sh | Q1→Q2 |
| META | Reduce | 19.6% to 7.8% | −30.6% sh | Q1→Q2 |
| UBER | Reduce | 10.1% to 5.4% | −7.5% sh | Q1→Q2 |
| ARM | Reduce | 4.6% to 5.9% | −4.3% sh | Q1→Q2 |