Brad Gerstner Portfolio — Altimeter Capital SEC 13F Live | 브래드 거스트너 포트폴리오 실시간 추적
Track Altimeter Capital's tech-focused SEC 13F portfolio from Brad Gerstner.
BG2 팟캐스트의 브래드 거스트너 알티미터 포트폴리오. 테크 집중 SEC 13F 보유 종목.
About Brad Gerstner | 브래드 거스트너 소개
Founder of Altimeter and BG2 podcast host, one of Silicon Valley's most influential tech investors.
알티미터 창립자. NVDA 강세론과 BG2 팟캐스트로 실리콘밸리에서 가장 영향력 있는 목소리 중 하나입니다.
Brad Gerstner's Top 15 Holdings | 브래드 거스트너 Top 보유 종목
Based on the latest SEC 13F filing, Brad Gerstner holds a total of 20 stocks through Altimeter Capital.
최신 SEC 13F 공시 기준, Altimeter Capital를 통해 총 20개 종목을 보유하고 있습니다.
- NVDA — 19.16% of portfolio
- CBRS — 16.24% of portfolio
- META — 7.76% of portfolio
- TSM — 6.94% of portfolio
- CRWV — 6.15% of portfolio
- ARM — 5.92% of portfolio
- AMZN — 5.88% of portfolio
- UBER — 5.41% of portfolio
- SNOW — 4.99% of portfolio
- MSFT — 4.81% of portfolio
- QCOM — 3.54% of portfolio
- SPCX — 3.09% of portfolio
- MU — 2.46% of portfolio
- AMAT — 1.93% of portfolio
- KLAC — 1.77% of portfolio
What You Can Track on This Page | 브래드 거스트너 페이지 상세 정보
- Complete SEC 13F holdings updated quarterly | 최신 SEC 13F 공시 기반 전체 보유 종목
- Trade history: new buys, additions, sells, and liquidations | 분기별 매매 내역(신규 매수, 추가 매수, 매도, 청산)
- Sector allocation and portfolio concentration analysis | 포트폴리오 섹터 비중 분석
- Assets Under Management (AUM) trend | AUM(운용자산) 변화 추이
- Compare with other legendary investors | 다른 월가 전설 투자자와의 포트폴리오 비교
Top 20 Most-Held Stocks by Legendary Investors | 월가 전설들이 가장 많이 보유한 종목
- 알파벳 (GOOGL) — 32 legendary investors hold this stock
- 메타 (META) — 32 legendary investors hold this stock
- 아마존 (AMZN) — 30 legendary investors hold this stock
- TSMC (TSM) — 28 legendary investors hold this stock
- 마이크로소프트 (MSFT) — 27 legendary investors hold this stock
- 알파벳C (GOOG) — 26 legendary investors hold this stock
- 비자 (V) — 24 legendary investors hold this stock
- 엔비디아 (NVDA) — 23 legendary investors hold this stock
- 애플 (AAPL) — 22 legendary investors hold this stock
- 캐피털원 (COF) — 21 legendary investors hold this stock
- ASML HOLDING N V (ASML) — 20 legendary investors hold this stock
- AMD (AMD) — 19 legendary investors hold this stock
- 브로드컴 (AVGO) — 19 legendary investors hold this stock
- 버크셔 해서웨이 (BRK-B) — 19 legendary investors hold this stock
- 마스터카드 (MA) — 19 legendary investors hold this stock
- 스노우플레이크 (SNOW) — 19 legendary investors hold this stock
- S&P 글로벌 (SPGI) — 19 legendary investors hold this stock
- 우버 (UBER) — 19 legendary investors hold this stock
- 앱러빈 (APP) — 18 legendary investors hold this stock
- 램리서치 (LRCX) — 18 legendary investors hold this stock