Brad Gerstner – Altimeter Capital Management LLC

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Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 262 new6 added3 reduced7 exited
≡	CPNG – COUPANG INC	Sell	−15,676,794	−5.55
≡	8QR – CONFLUENT INC	Sell	−6,933,250	−3.15
≡	GOOGL – ALPHABET INC	Sell	−519,290	−2.44
≡	Z – ZILLOW GROUP INC	Sell	−2,187,421	−2.24
≡	MELI – MERCADOLIBRE INC	Sell	−68,480	−2.07
≡	MSFT – MICROSOFT CORP	Reduce 7.00%	−93,720	−1.59
≡	SHOP – SHOPIFY INC	Sell	−570,210	−1.38
≡	HOOD – ROBINHOOD MKTS INC	Reduce 30.00%	−393,601	−1.10
≡	BE – BLOOM ENERGY CORP	Sell	−260,730	−0.34
≡	AMZN – AMAZON COM INC	Reduce 6.00%	−126,102	−0.04
Q4 2025filed Feb 17, 263 new6 added4 reduced8 exited
≡	AVGO – BROADCOM INC	Reduce 96.00%	−712,647	−3.07
≡	HOOD – ROBINHOOD MKTS INC	Reduce 50.00%	−1,303,583	−2.71
≡	PDD – PDD HOLDINGS INC	Sell	−1,371,680	−2.39
≡	BABA – ALIBABA GROUP HLDG LTD	Sell	−969,100
Q3 2025filed Nov 14, 258 new4 added9 reduced3 exited
≡	8QR – CONFLUENT INC	Reduce 27.00%	−4,271,183	−2.65
≡	SNOW – SNOWFLAKE INC	Reduce 14.00%	−397,246	−1.90
≡	IOT – SAMSARA INC	Sell	−2,990,578	−1.72
≡	DDOG – DATADOG INC	Sell	−881,730