Cost Basis
Altimeter Capital
Brad Gerstner
12 holdings with price data
Est. portfolio value: $5.7BReport date: 2026-03-31Avg ROI: +18.8%
View full 13F →| Ticker | Est. avg cost | Now | ROI |
|---|---|---|---|
| ARM ARM HOLDINGS PLC-ADR | $130.81 | $239.06 | +82.75% |
| SNOW SNOWFLAKE INC | $193.67 | $307.53 | +58.79% |
| AMZN Amazon.com Inc | $223.08 | $284.02 | +27.31% |
| AVGO Broadcom Inc | $324.01 | $392.23 | +21.05% |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $345.81 | $406.11 | +17.44% |
| MSFT Microsoft Corp | $420.19 | $487.65 | +16.05% |
| NVDA NVIDIA Corp | $180.36 | $206.64 | +14.57% |
| AXON AXON ENTERPRISE INC | $520.58 | $575.88 | +10.62% |
| CRWV COREWEAVE INC-CL A | $89.01 | $85.76 | -3.65% |
| HOOD ROBINHOOD MARKETS INC - A | $94.20 | $90.34 | -4.10% |
| META Meta Platforms Inc | $632.01 | $590.24 | -6.61% |
| UBER Uber Technologies Inc | $78.38 | $71.61 | -8.64% |