Brad Gerstner
Altimeter Capital Management
Value
6.7B
Stocks
18 Stocks (3 new)
Turnover
13.7%
CIK
1541617
Top Holdings
NVDA(22.68%) META(18.28%) MSFT(9.27%) AMZN(7.68%) UBER(6.85%)
About Investor
Established investor leading Altimeter Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Brad Gerstner Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| CFLT | Confluent, Inc. | Altimeter Capital Management | Aug 14, 2025 | SC 13G/A |
| SNOW | Snowflake Inc. | Altimeter Capital Management | Feb 14, 2024 | SC 13G/A |
| CFLT | Confluent, Inc. | Altimeter Capital Management | Feb 14, 2024 | SC 13G/A |
| GTLB | Gitlab Inc. | Altimeter Capital Management | Feb 14, 2023 | SC 13G/A |
| CFLT | Confluent, Inc. | Altimeter Capital Management | Feb 14, 2023 | SC 13G/A |
| SNOW | Snowflake Inc. | Altimeter Capital Management | Jan 09, 2023 | SC 13G/A |
