BRAD GERSTNER: - WE HAVE SOLD ALL OUR $Coreweave(CRWV.US) COREWEAVE, DON'T OWN ANY OF IT TODAY- WE'VE TAKEN EXPOSURE DOW…

Oct 15, 2026 at 06:55 PM

BRAD GERSTNER:

- WE HAVE SOLD ALL OUR $Coreweave(CRWV.US) COREWEAVE, DON'T OWN ANY OF IT TODAY

- WE'VE TAKEN EXPOSURE DOWN OVER THE LAST 3 MONTHS, WE FELT AI HAD OVERSHOT AND WOULD LEAD TO A PERIOD OF CONSOLIDATION

- MOVED 10% OF OUR BOOK INTO $Meta Platforms(META.US) AND $Tesla(TSLA.US)

as of the last 13f filing on 8/14, which accounts for all trades up until 6/30, Altimeter reported a stake of 6M shares in which they added 1.5M shares in Q2

since then, they seemed to have liquidated the entire position and rotated

Source: amit

Coreweave

USCRWV

Meta Platforms

USMETA

Tesla

USTSLA

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