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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Brad Gerstner – Altimeter Capital

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
20
Portfolio value:
$9,829,677,000
Filed:
Aug 14, 2026
Style:
Mega-Cap AI Bull
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 2610 new3 added2 reduced3 exited
≡CBRS – CEREBRAS SYSTEMS INCBuy7,225,03716.24
≡META – META PLATFORMS INCReduce 30.63%−598,383−11.84
≡UBER – UBER TECHNOLOGIES INCReduce 7.52%−599,332−4.65
≡QCOM – QUALCOMM INCBuy1,882,4903.54
≡SPCX – SPACE EXPLORATION TECHN CORPBuy1,776,4853.09
≡MSFT – MICROSOFT CORPAdd 7.13%84,450−2.88
≡MU – MICRON TECHNOLOGY INCBuy209,5202.46
≡AMAT – APPLIED MATLS INCBuy261,9501.93
≡KLAC – KLA CORPBuy578,2301.77
≡AMZN – AMAZON COM INCAdd 16.07%335,793−1.76
≡LRCX – LAM RESEARCH CORPBuy394,0801.74
≡AXON – AXON ENTERPRISE INCSell−148,986−1.11
≡GOOGL – ALPHABET INCBuy175,1800.64
≡SNPS – SYNOPSYS INCBuy140,3430.64
≡AVGO – BROADCOM INCSell−67,094−0.36
≡CRWV – COREWEAVE INCAdd 35.00%1,574,6200.03
≡PE36032 – GRAB HOLDINGS LIMITEDSell−3,502,000−0.00
≡GRAB – GRAB HOLDINGS LIMITEDBuy3,502,0000.00
Q1 2026filed May 15, 262 new6 added3 reduced7 exited
≡NVDA – NVIDIA CORPORATIONAdd 15.26%1,236,2665.89
≡CPNG – COUPANG INCSell−15,676,794−5.55
≡ARM – ARM HOLDINGS PLCBuy1,715,4404.55
≡UBER – UBER TECHNOLOGIES INCAdd 42.64%2,382,980
Q4 2025filed Feb 17, 263 new6 added4 reduced8 exited
≡NVDA – NVIDIA CORPORATIONAdd 5.95%454,8753.86
≡CRWV – COREWEAVE INCBuy3,213,2303.45
≡AVGO – BROADCOM INCReduce 95.69%−712,647−3.07
≡HOOD – ROBINHOOD MKTS INCReduce 50.20%−1,303,583
Q3 2025filed Nov 14, 258 new4 added9 reduced3 exited
≡AVGO – BROADCOM INCBuy744,7763.24
≡CONFLUENT INCReduce 27.46%−4,271,183−2.65
≡PDD – PDD HOLDINGS INCBuy1,371,6802.39
≡BABA – ALIBABA GROUP HLDG LTDBuy969,1002.28
Q2 2025filed Aug 14, 253 new11 added1 reduced7 exited
≡QQQ – INVESCO QQQ TRSell−988,000−9.32
≡NVDA – NVIDIA CORPORATIONAdd 15.41%1,101,6833.22
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy867,2092.83
≡FLUT – FLUTTER ENTMT PLCSell−568,410
Q1 2025filed May 15, 256 new6 added4 reduced8 exited
≡QQQ – INVESCO QQQ TRBuy988,0009.32
≡SNOW – SNOWFLAKE INCReduce 40.80%−2,030,926−5.19
≡NVDA – NVIDIA CORPORATIONReduce 8.86%−695,292−3.41
≡GOOGL – ALPHABET INCSell−867,305
3.21
≡CONFLUENT INCSell−6,933,250−3.15
≡CRWV – COREWEAVE INCAdd 40.02%1,285,8452.66
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 12.01%146,4482.54
≡GOOGL – ALPHABET INCSell−519,290−2.44
≡Z – ZILLOW GROUP INCSell−2,187,421−2.24
≡MELI – MERCADOLIBRE INCSell−68,480−2.07
≡MSFT – MICROSOFT CORPReduce 7.34%−93,720−1.59
≡SHOP – SHOPIFY INCSell−570,210−1.38
≡META – META PLATFORMS INCAdd 5.85%108,0051.32
≡AXON – AXON ENTERPRISE INCBuy148,9861.11
≡HOOD – ROBINHOOD MKTS INCReduce 30.43%−393,601−1.10
≡BE – BLOOM ENERGY CORPSell−260,730−0.34
≡AVGO – BROADCOM INCAdd 108.83%34,9650.20
≡AMZN – AMAZON COM INCReduce 5.69%−126,102−0.04
−2.71
≡PDD – PDD HOLDINGS INCSell−1,371,680−2.39
≡BABA – ALIBABA GROUP HLDG LTDSell−969,100−2.28
≡ARM – ARM HOLDINGS PLCSell−1,098,139−2.05
≡SNPS – SYNOPSYS INCSell−258,280−1.68
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 14.09%150,5501.62
≡CART – MAPLEBEAR INCSell−3,324,951−1.61
≡GOOGL – ALPHABET INCAdd 65.84%206,1581.44
≡SHOP – SHOPIFY INCBuy570,2101.38
≡MSFT – MICROSOFT CORPAdd 9.92%115,2601.33
≡CPNG – COUPANG INCAdd 56.38%5,652,2101.29
≡MELI – MERCADOLIBRE INCAdd 80.97%30,6390.90
≡SNOW – SNOWFLAKE INCReduce 16.50%−400,780−0.55
≡GEMI – GEMINI SPACE STA INCSell−1,600,000−0.51
≡BE – BLOOM ENERGY CORPBuy260,7300.34
≡CONFLUENT INCReduce 38.54%−4,348,5430.20
≡PTRN – PATTERN GROUP INCSell−721,430−0.13
≡NTSK – NETSKOPE INCSell−325,000−0.10
≡SNOW – SNOWFLAKE INCReduce 14.06%−397,246−1.90
≡IOT – SAMSARA INCSell−2,990,578−1.72
≡DDOG – DATADOG INCSell−881,730−1.71
≡SNPS – SYNOPSYS INCBuy258,2801.68
≡AMZN – AMAZON COM INCAdd 47.96%702,6111.64
≡CRWV – COREWEAVE INCSell−649,536−1.53
≡CART – MAPLEBEAR INCReduce 21.15%−891,817−1.14
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 23.23%201,4681.10
≡GOOGL – ALPHABET INCBuy313,1321.00
≡UBER – UBER TECHNOLOGIES INCReduce 6.12%−364,312−0.79
≡CPNG – COUPANG INCReduce 12.32%−1,408,114−0.68
≡MELI – MERCADOLIBRE INCReduce 18.69%−8,698−0.59
≡HOOD – ROBINHOOD MKTS INCReduce 19.98%−648,5820.52
≡GEMI – GEMINI SPACE STA INCBuy1,600,0000.51
≡MSFT – MICROSOFT CORPAdd 9.83%103,9710.34
≡Z – ZILLOW GROUP INCReduce 8.39%−200,351−0.19
≡PTRN – PATTERN GROUP INCBuy721,4300.13
≡ARM – ARM HOLDINGS PLCAdd 17.67%164,931−0.13
≡NTSK – NETSKOPE INCBuy325,0000.10
≡NVDA – NVIDIA CORPORATIONReduce 7.36%−607,2620.00
−2.53
≡HOOD – ROBINHOOD MKTS INCAdd 12.47%359,7431.97
≡ARM – ARM HOLDINGS PLCAdd 431.44%757,6081.80
≡IOT – SAMSARA INCBuy2,990,5781.72
≡DDOG – DATADOG INCBuy881,7301.71
≡CPNG – COUPANG INCAdd 53.64%3,991,2531.66
≡MELI – MERCADOLIBRE INCAdd 1310.27%43,2391.63
≡BABA – ALIBABA GROUP HLDG LTDSell−540,370−1.44
≡ALAB – ASTERA LABS INCSell−981,697−1.18
≡RBRK – RUBRIK INC.Sell−832,003−1.02
≡CRWV – COREWEAVE INCReduce 78.35%−2,350,000−0.71
≡AMZN – AMAZON COM INCAdd 40.16%419,7080.64
≡Z – ZILLOW GROUP INCAdd 80.41%1,064,2180.59
≡CONFLUENT INCAdd 19.25%2,510,896−0.56
≡UBER – UBER TECHNOLOGIES INCAdd 5.06%286,802−0.29
≡MSFT – MICROSOFT CORPAdd 8.52%83,0410.23
≡SAIL – SAILPOINT INCSell−250,000−0.09
≡TTAN – SERVICETITAN INCSell−40,000−0.08
≡CART – MAPLEBEAR INCAdd 25.94%868,6400.07
−2.96
≡TSLA – TESLA INCSell−355,130−2.59
≡HOOD – ROBINHOOD MKTS INCBuy2,885,7142.42
≡CRWV – COREWEAVE INCBuy2,999,5362.24
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−504,380−1.80
≡CRM – SALESFORCE INCSell−271,725−1.64
≡BABA – ALIBABA GROUP HLDG LTDBuy540,3701.44
≡IOT – SAMSARA INCSell−1,458,148−1.15
≡TWLO – TWILIO INCSell−582,915−1.14
≡MELI – MERCADOLIBRE INCReduce 90.90%−32,955−0.98
≡MU – MICRON TECHNOLOGY INCSell−614,595−0.93
≡RBRK – RUBRIK INC.Reduce 49.33%−810,095−0.91
≡CPNG – COUPANG INCAdd 24.32%1,455,5550.91
≡CART – MAPLEBEAR INCAdd 31.94%810,5100.79
≡FLUT – FLUTTER ENTMT PLCAdd 49.46%188,0950.76
≡AMZN – AMAZON COM INCAdd 19.96%173,9300.55
≡ARM – ARM HOLDINGS PLCBuy175,6000.38
≡CONFLUENT INCAdd 11.03%1,295,7100.23
≡ALAB – ASTERA LABS INCAdd 67.98%397,267−0.22
≡DUOL – DUOLINGO INCSell−30,375−0.18
≡SAIL – SAILPOINT INCBuy250,0000.09