· by fundfollower.bsky.social ·17h ago · view on bsky.app ↗

Altimeter Capital Management just filed its Q2 2026 13F. 🐋 Managed by Brad Gerstner · $9.8B across 20 holdings 🟢 Bought: Cerebras Systems INC, $QCOM, $SPCX, $CRWV +11 more 🔴 Sold: $META, $ARM, $AXON, $UBER +2 more

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Altimeter Capital Management 13F

#$arm #$axon #$crwv #$meta #$qcom #$spcx #$uber

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 17h ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/altimeter-capital-management 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.