Growth TechAs of 2026-03-31
Brad Gerstner
Altimeter Capital Management LP
Founder of Altimeter Capital. A tech growth stock specialist noted for Snowflake IPO investments and other prominent positions.
$5.70BAUM
12Holdings
2026-03-31 Summary
2개 종목 신규 매수 (ARM, AXON) · 6개 종목 추가 매수 (AVGO, UBER, CRWV 등) · 4개 비중 축소 · Top holding: NVDA 28.6%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
12 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  NVDANVIDIA CORPORATION | 28.57% | 9,336,039 | $1.63B | +15.26% | Added |
| 2 |  METAMETA PLATFORMS INC | 19.61% | 1,953,373 | $1.12B | +5.85% | Added |
| 3 |  UBERUBER TECHNOLOGIES INC | 10.06% | 7,971,772 | $573.41M | +42.64% | Added |
| 4 |  TSMTAIWAN SEMICONDUCTOR MFG LTD | 8.10% | 1,365,675 | $461.53M | +12.01% | Added |
| 5 |  MSFTMICROSOFT CORP | 7.69% | 1,183,632 | $438.15M | -7.34% | Partial Sell |
| 6 |  AMZNAMAZON COM INC | 7.64% | 2,089,558 | $435.19M | -5.69% | Partial Sell |
| 7 |  CRWVCOREWEAVE INC | 6.12% | 4,499,075 | $348.54M | +40.02% | Added |
| 8 |  SNOWSNOWFLAKE INC | 5.10% | 1,926,250 | $290.52M | -5.00% | Partial Sell |
| 9 |  ARMARM HOLDINGS PLC | 4.55% | 1,715,440 | $259.51M | - | New Position |
| 10 |  AXONAXON ENTERPRISE INC | 1.11% | 148,986 | $63.27M | - | New Position |
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