AlphaTable
Workbench
Brad Gerstner
CloseAltimeter Capital Management, LP
| History | Stock | % of Portfolio | Recent Activity | Shares | Reported Price* | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ≡ | NVDA - NVIDIA | 22.68% | Add 5.95% | 8,099,773 | $186.50 | $1,510,607,666 | $177.39 | -4.88% | $86.62 | $212.19 |
| ≡ | META - Meta Platforms | 18.28% | Reduce 1.10% | 1,845,368 | $660.09 | $1,218,108,963 | $574.46 | -12.97% | $479.80 | $796.25 |
| ≡ | MSFT - Microsoft | 9.27% | Add 9.92% | 1,277,352 | $483.62 | $617,752,974 | $373.46 | -22.78% | $344.79 | $555.45 |
| ≡ | AMZN - Amazon | 7.68% | Add 2.22% | 2,215,660 | $230.82 | $511,418,641 | $209.77 | -9.12% | $161.38 | $258.60 |
| ≡ | UBER - Uber Technologies | 6.85% | Hold | 5,588,792 | $81.71 | $456,660,194 | $71.84 | -12.08% | $60.63 | $101.99 |
| ≡ | SNOW - SNOWFLAKE INC | 6.68% | Reduce 16.50% | 2,027,604 | $219.36 | $444,775,213 | $151.85 | -30.78% | $120.10 | $280.67 |
| ≡ | TSM - Taiwan Semiconductor | 5.56% | Add 14.09% | 1,219,227 | $303.89 | $370,510,893 | $339.04 | +11.57% | $134.25 | $390.21 |
| ≡ | CPNG - COUPANG INC | 5.55% | Add 56.38% | 15,676,794 | $23.59 | $369,815,571 | — | — | — | — |
| ≡ | CRWV - COREWEAVE INC | 3.45% | Buy | 3,213,230 | $71.61 | $230,099,400 | $82.24 | +14.84% | $33.52 | $187.00 |
| ≡ | 20717M103 - CONFLUENT INC | 3.15% | Reduce 38.54% | 6,933,250 | $30.24 | $209,661,480 | — | — | — | — |
| ≡ | GOOGL - Alphabet | 2.44% | Add 65.84% | 519,290 | $313.00 | $162,537,770 | $295.77 | -5.50% | $140.53 | $349.00 |
| ≡ | Z - ZILLOW GROUP INC | 2.24% | Hold | 2,187,421 | $68.22 | $149,225,860 | — | — | — | — |
| ≡ | HOOD - ROBINHOOD MKTS INC | 2.20% | Reduce 50.20% | 1,293,292 | $113.10 | $146,271,326 | $68.90 | -39.08% | $29.66 | $153.86 |
| ≡ | MELI - MERCADOLIBRE INC | 2.07% | Add 80.97% | 68,480 | $2,014.26 | $137,936,524 | — | — | — | — |
| ≡ | SHOP - SHOPIFY INC | 1.38% | Buy | 570,210 | $160.97 | $91,786,704 | — | — | — | — |
| ≡ | BE - Bloom Energy Corp | 0.34% | Buy | 260,730 | $86.89 | $22,654,831 | $135.63 | +56.09% | $15.15 | $180.90 |
| ≡ | AVGO - BROADCOM INC | 0.17% | Reduce 95.69% | 32,129 | $346.10 | $11,119,847 | — | — | — | — |
| ≡ | G0370L116 - GRAB HOLDINGS LIMITED | 0.02% | Hold | 3,502,000 | $0.29 | $1,029,588 | — | — | — | — |
18 visible rowsPrice data as of Apr 2, 2026
* Reported price is computed as filing value divided by reported shares.