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Brad Gerstner

Brad Gerstner

Founder & CEO — Altimeter Capital
Technology Growth Investing AI Infrastructure Activist
Long Stock Value
$5.70B
Positions
13
Latest Filing
May 15, 2026
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Fund Founded
2008
Style
Growth / AI
Typical Positions
10–20
Net Worth
$3B+
Biography

Brad Gerstner is the founder and CEO of Altimeter Capital, a Boston-based technology-focused hedge fund and venture capital firm he founded in 2008. Gerstner is one of Silicon Valley's most prominent technology investors, known for combining public market investing with early-stage venture bets in the same companies — a strategy that gives Altimeter an information edge across the full lifecycle of technology businesses.

Gerstner gained widespread attention for his early and large bet on Snowflake, which became one of the most successful technology IPOs in history. He has been a vocal advocate for AI infrastructure investment and was an early backer of companies at the intersection of cloud computing and artificial intelligence. In 2022 he published an open letter to Meta's board calling for significant cost cuts and refocused investment, months before Mark Zuckerberg announced his 'Year of Efficiency' — a move widely credited with helping catalyze Meta's dramatic turnaround.

Investment Philosophy

We invest at the intersection of technology and culture change — backing founders who are building the defining companies of the next decade.

— Brad Gerstner, Altimeter Capital
Notable Trades
WIN
Snowflake IPO (2020)
Altimeter was one of the largest investors in Snowflake's 2020 IPO, holding both public and private stakes. The position generated exceptional returns as Snowflake became the largest software IPO in history at the time.
WIN
Meta Open Letter (2022)
Gerstner published a widely-read open letter urging Meta to cut headcount by 20% and refocus on core products. Meta subsequently announced sweeping layoffs and its stock tripled from its lows over the following year.
CURRENT
AI Infrastructure Thesis
Altimeter has built concentrated positions around the AI infrastructure buildout, including hyperscalers and enabling software platforms, reflecting Gerstner's conviction that AI represents a multi-decade investment cycle.
Top Holdings — Altimeter Capital
Top 5 Holdings · Q1 2026 Filed May 15, 2026
1
NVIDIA CORPORATION
28.6%
2
META PLATFORMS INC
19.6%
3
UBER TECHNOLOGIES INC
10.1%
4
TAIWAN SEMICONDUCTOR MFG LTD
8.1%
5
MICROSOFT CORP
7.7%