Growth TechAs of 2026-06-30
Brad Gerstner
Altimeter Capital Management LP
Founder of Altimeter Capital. A tech growth stock specialist noted for Snowflake IPO investments and other prominent positions.
$9.83BAUM
18Holdings
2026-06-30 Summary
6개 종목 신규 매수 (QCOM, SPCX, MU 등) · 5개 종목 추가 매수 (CRWV, AMZN, MSFT 등) · 3개 비중 축소 · Top holding: NVDA 19.2%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy6
QCOMQUALCOMM INC$347.87M3.5%
SPCXSPACE EXPLORATION TECHN CORP$303.53M3.1%
MUMICRON TECHNOLOGY INC$241.85M2.5%
AMATAPPLIED MATLS INC$189.39M1.9%
KLACKLA CORP$174.46M1.8%
LRCXLAM RESEARCH CORP$170.77M1.7%Holdings
18 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  NVDANVIDIA CORPORATION | 19.16% | 9,413,589 | $1.88B | +0.83% | Added |
| 2 |  METAMETA PLATFORMS INC | 7.76% | 1,354,990 | $763.25M | -30.63% | Partial Sell |
| 3 |  TSMTAIWAN SEMICONDUCTOR MFG LTD | 6.94% | 1,429,355 | $682.62M | +4.66% | Added |
| 4 |  CRWVCOREWEAVE INC | 6.15% | 6,073,695 | $604.58M | +35.00% | Added |
| 5 |  ARMARM HOLDINGS PLC | 5.92% | 1,641,972 | $582.19M | -4.28% | Partial Sell |
| 6 |  AMZNAMAZON COM INC | 5.88% | 2,425,351 | $578.06M | +16.07% | Added |
| 7 |  UBERUBER TECHNOLOGIES INC | 5.41% | 7,372,440 | $532.00M | -7.52% | Partial Sell |
| 8 |  SNOWSNOWFLAKE INC | 4.99% | 1,926,250 | $490.23M | +0.00% | No Change |
| 9 |  MSFTMICROSOFT CORP | 4.81% | 1,268,082 | $473.02M | +7.13% | Added |
| 10 | QCOMQUALCOMM INC | 3.54% | 1,882,490 | $347.87M | - | New Position |
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