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HoldingsActivityBuysSells

Data sourced from SEC EDGAR 13F filings

PricingTerms© 2026 Super Investor · Not financial advice

Brad Gerstner – Altimeter Capital Management LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
13
Portfolio value:
$5,699,288,000
Filed:
May 15, 2026
Style:
Mega-Cap AI Bull
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HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 262 new6 added3 reduced7 exited
≡NVDA – NVIDIA CORPORATIONAdd 15.00%1,236,2665.89
≡ARM – ARM HOLDINGS PLCBuy1,715,4404.55
≡UBER – UBER TECHNOLOGIES INCAdd 43.00%2,382,9803.21
≡CRWV – COREWEAVE INCAdd 40.00%1,285,8452.66
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 12.00%146,4482.54
≡META – META PLATFORMS INCAdd 6.00%108,0051.32
≡AXON – AXON ENTERPRISE INCBuy148,9861.11
≡AVGO – BROADCOM INCAdd 109.00%34,9650.20
Q4 2025filed Feb 17, 263 new6 added4 reduced8 exited
≡NVDA – NVIDIA CORPORATIONAdd 6.00%454,8753.86
≡CRWV – COREWEAVE INCBuy3,213,2303.45
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 14.00%150,5501.62
≡GOOGL – ALPHABET INCAdd 66.00%206,158
Q3 2025filed Nov 14, 258 new4 added9 reduced3 exited
≡AVGO – BROADCOM INCBuy744,7763.24
≡PDD – PDD HOLDINGS INCBuy1,371,6802.39
≡BABA – ALIBABA GROUP HLDG LTDBuy969,1002.28
≡SNPS – SYNOPSYS INCBuy
1.44
≡SHOP – SHOPIFY INCBuy570,2101.38
≡MSFT – MICROSOFT CORPAdd 10.00%115,2601.33
≡CPNG – COUPANG INCAdd 56.00%5,652,2101.29
≡MELI – MERCADOLIBRE INCAdd 81.00%30,6390.90
≡BE – BLOOM ENERGY CORPBuy260,7300.34
258,280
1.68
≡AMZN – AMAZON COM INCAdd 48.00%702,6111.64
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 23.00%201,4681.10
≡GOOGL – ALPHABET INCBuy313,1321.00
≡GEMI – GEMINI SPACE STA INCBuy1,600,0000.51
≡MSFT – MICROSOFT CORPAdd 10.00%103,9710.34
≡PTRN – PATTERN GROUP INCBuy721,4300.13
≡ARM – ARM HOLDINGS PLCAdd 18.00%164,931−0.13
≡NTSK – NETSKOPE INCBuy325,0000.10