Brad Gerstner
Altimeter Capital截至 2026 Q2· $9.83B 组合 · 20 只持仓
组合总市值趋势 · 近8 个季度 · $6.75B → $9.83B
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| NVDA | $1.88B | 19.2% | 持有 |
| CBRS | $1.60B | 16.2% | 新建仓 |
| META | $763.25M | 7.8% | 减仓 -31% |
| TSM | $682.62M | 6.9% | 持有 |
| CRWV | $604.58M | 6.2% | 加仓 +35% |
| ARM | $582.19M | 5.9% | 持有 |
| AMZN | $578.06M | 5.9% | 加仓 +16% |
| UBER | $532.00M | 5.4% | 减仓 -8% |
| SNOW | $490.23M | 5.0% | 持有 |
| MSFT | $473.02M | 4.8% | 加仓 +7% |
| QCOM | $347.87M | 3.5% | 新建仓 |
| SPCX | $303.53M | 3.1% | 新建仓 |
| MU | $241.85M | 2.5% | 新建仓 |
| AMAT | $189.39M | 1.9% | 新建仓 |
| KLAC | $174.46M | 1.8% | 新建仓 |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。