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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.
NVDA
NVIDIA CORPORATION
COM
$1.63B
28.57% of portfolio
META
META PLATFORMS INC
CL A
$1.12B
19.61% of portfolio
UBER
UBER TECHNOLOGIES INC
COM
$573.41M
10.06% of portfolio
TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
$461.53M
8.10% of portfolio
MSFT
MICROSOFT CORP
COM
$438.15M
7.69% of portfolio
AMZN
AMAZON COM INC
COM
$435.19M
7.64% of portfolio
CRWV
COREWEAVE INC
COM CL A
$348.54M
6.12% of portfolio
SNOW
SNOWFLAKE INC
COM SHS
$290.52M
5.10% of portfolio
ARM
ARM HOLDINGS PLC
SPONSORED ADS
$259.51M
4.55% of portfolio
AXON
AXON ENTERPRISE INC
COM
$63.27M
1.11% of portfolio