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SmartMoneyDB

Real-time insider trading signals and institutional investor tracking powered by SEC Form 4 and 13F filings.

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Main Features

Insider Signals
Stock Research
Fund Holdings
Sector Allocation
Research & Backtests
Top Managers

13F Data & Legal

Largest Trades (13F)
Activity (13F)
SEC EDGAR Source →
Data delayed up to 45 days from quarter end.

AI Analysis

Analyst Take

Major fund pages carry a quarterly AI-written analysis of the filing — key moves, concentration, sector tilts and how the clone portfolio has performed.

Not investment advice. Past holdings do not predict future returns.

Brad Gerstner Portfolio (Q2 2026) & 13F Holdings

Brad Gerstner

Founder & CEO, Altimeter Capital

Growth / TechAUM $9.83BPositions 20Q2 2026

Clone performance through 2026-10-22.

🏆 Clone Portfolio Track Record

Rank #42 of 62 by 3-year alpha vs SPY · mechanically replicating this book, rebalanced at filing dates

A strong clone record is a track record, not a forecast — tested across a decade it doesn't reliably repeat. See what actually holds up →

Brad Gerstner founded Altimeter Capital Management, a technology-focused investment firm. Gerstner invests across public and private technology companies and is known for his active engagement on issues of corporate governance in the tech industry.