Altimeter's Brad Gerstner dumps entire CoreWeave stake, rotates 10% into Meta and Tesla
SumitGup · x · 2026-10-16
- Brad Gerstner says Altimeter has sold its entire CoreWeave ($CRWV) position and cut AI exposure over the past three months, believing AI "had overshot" and a consolidation period was coming.
- 10% of the book rotated into $META and $TSLA.
- The 13F filed 8/14 showed 6M CRWV shares as of 6/30, including a 1.5M-share Q2 add — since then the whole stake was liquidated.
Related event: Altimeter's Gerstner Dumps CoreWeave, Shifts to Meta and Tesla(2 posts)→
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