HEDGE_FUND DOSSIER
Altimeter Capital Management (Brad Gerstner)
13F-HR Concentrated AI & Cloud Growth // CIK 0001541617 •
DISCLOSURE SOURCE: SEC EDGAR FORM 13F-HR INSTITUTIONAL HOLDINGS
TOTAL DISCLOSED VOLUME
$2.13B
10 VERIFIED FILINGS
BUY $1.82B SELL $307.7M
ACCUMULATION RATIO: 86% BUY
MOST ACTIVE DISCLOSED TICKERS
ALTIMETER CAPITAL MANAGEMENT (BRAD GERSTNER) // CHRONOLOGICAL DISCLOSURE LEDGER
SORTED BY FILING DATE
| FILING DATE | TX DATE | SECURITY | ACTION | SHARES | REPORTED PRICE | TOTAL VALUE | TERMINAL |
|---|---|---|---|---|---|---|---|
| 2026-10-17 | 2026-09-28 | NVDA | BUY | 565.0K | $202.06 | $114.2M | NVDA OWN <GO> |
| 2026-09-19 | 2026-08-30 | META | BUY | 630.0K | $606.73 | $382.2M | META OWN <GO> |
| 2026-08-17 | 2026-08-01 | MSFT | BUY | 695.0K | $507.12 | $352.4M | MSFT OWN <GO> |
| 2026-07-20 | 2026-07-03 | AMZN | BUY | 760.0K | $245.63 | $186.7M | AMZN OWN <GO> |
| 2026-06-22 | 2026-06-04 | GOOGL | BUY | 825.0K | $278.99 | $230.2M | GOOGL OWN <GO> |
| 2026-05-25 | 2026-05-06 | PLTR | BUY | 890.0K | $178.34 | $158.7M | PLTR OWN <GO> |
| 2026-04-27 | 2026-04-07 | AVGO | SELL | 955.0K | $322.23 | $307.7M | AVGO OWN <GO> |
| 2026-03-25 | 2026-03-09 | CRM | BUY | 1.02M | $226.18 | $230.7M | CRM OWN <GO> |
| 2026-02-25 | 2026-02-08 | ORCL | BUY | 235.0K | $119.22 | $28.0M | ORCL OWN <GO> |
| 2026-01-28 | 2026-01-10 | AMD | BUY | 300.0K | $466.84 | $140.1M | AMD OWN <GO> |