Brad Gerstner's Altimeter Capital increased its position in Amazon by 16.07% during the second quarter of 2026, according to a recent SEC filing. The investment firm added over 335,000 shares, bringing its total holdings to 2.43 million. This transaction raised the reported value of Altimeter's Amazon stake to approximately $578.06 million as of June 30, 2026.
Investors should note that 13F filings are submitted to the SEC quarterly and reflect positions held at the end of the period, so this report, filed on August 14, does not represent a real-time trade. The filing shows Amazon as one of the top holdings in Altimeter's highly concentrated public equity portfolio, which also includes significant positions in other major technology companies.