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 Letters
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