Brad Gerstner vs Bill Ackman
This is what the full public stock portfolios of Brad Gerstner and Bill Ackman looked like as of the end of Q2:
Brad Gerstner:
- NVIDIA $NVDA: 9,413,589 shares, $1.9B
- Cerebras $CBRS: 7,225,037 shares, $1.6B
- Taiwan Semiconductor $TSM: 1,429,355 shares, $0.7B
- Meta Platforms $META : 1,354,990 shares, $0.8B
- CoreWeave $CRWV: 6,073,695 shares, $0.6B
- Arm Holdings $ARM : 1,641,972 shares, $0.6B
- Amazon $AMZN: 2,425,351 shares, $0.6B
- Uber Technologies $UBER: 7,372,440 shares, $0.5B
- Snowflake $SNOW : 1,926,250 shares, $0.5B
- Microsoft $MSFT: 1,268,082 shares, $0.5B
- QUALCOMM $QCOM: 1,882,490 shares, $0.3B
- SpaceX $SPCX: 1,776,485 shares, $0.3B
- Micron $MU: 209,520 shares, $0.2B
- Applied Materials $AMAT: 261,950 shares, $0.2B
- KLA $KLAC: 578,230 shares, $0.2B
- Lam Research $LRCX: 394,080 shares, $0.2B
- Robinhood $HOOD: 899,691 shares, $0.09B
- Google $GOOGL: 175,180 shares, $0.06B
- Synopsys $SNPS: 140,343 shares, $0.06B
- Grab Holdings (warrants): 3,502,000 shares, $0.0002B
Bill Ackman:
- Uber Technologies $UBER: 34,326,200 shares, $2.5B
- Brookfield $BN: 57,481,047 shares, $2.4B
- Microsoft $MSFT: 6,206,730 shares, $2.3B
- Amazon $AMZN: 8,563,857 shares, $2B
- Howard Hughes $HHH: 27,852,064 shares, $2B
- Restaurant Brands $QSR: 25,821,284 shares, $1.9B
- Meta Platforms $META : 3,196,062 shares, $1.8B
- Visa $V: 3,270,470 shares, $1.1B
- Mastercard $MA: 2,124,646 shares, $1.1B
- S&P Global $SPGI: 2,593,155 shares, $1.1B
- Netflix $NFLX: 13,081,465 shares, $934.0M
- Pershing Square USA $PSUS: 4,000,000 shares, $149.5M
- Seaport Entertainment $SEG: 5,023,780 shares, $133.6M
- Hertz Global $HTZ: 14,991,599 shares, $34.0M
This is what the full public stock portfolios of Brad Gerstner and Bill Ackman looked like as of the end of Q2:
Brad Gerstner:
- NVIDIA $NVDA: 9,413,589 shares, $1.9B
- Cerebras $CBRS: 7,225,037 shares, $1.6B
- Taiwan Semiconductor $TSM: 1,429,355 shares, $0.7B
- Meta Platforms $META : 1,354,990 shares, $0.8B
- CoreWeave $CRWV: 6,073,695 shares, $0.6B
- Arm Holdings $ARM : 1,641,972 shares, $0.6B
- Amazon $AMZN: 2,425,351 shares, $0.6B
- Uber Technologies $UBER: 7,372,440 shares, $0.5B
- Snowflake $SNOW : 1,926,250 shares, $0.5B
- Microsoft $MSFT: 1,268,082 shares, $0.5B
- QUALCOMM $QCOM: 1,882,490 shares, $0.3B
- SpaceX $SPCX: 1,776,485 shares, $0.3B
- Micron $MU: 209,520 shares, $0.2B
- Applied Materials $AMAT: 261,950 shares, $0.2B
- KLA $KLAC: 578,230 shares, $0.2B
- Lam Research $LRCX: 394,080 shares, $0.2B
- Robinhood $HOOD: 899,691 shares, $0.09B
- Google $GOOGL: 175,180 shares, $0.06B
- Synopsys $SNPS: 140,343 shares, $0.06B
- Grab Holdings (warrants): 3,502,000 shares, $0.0002B
Bill Ackman:
- Uber Technologies $UBER: 34,326,200 shares, $2.5B
- Brookfield $BN: 57,481,047 shares, $2.4B
- Microsoft $MSFT: 6,206,730 shares, $2.3B
- Amazon $AMZN: 8,563,857 shares, $2B
- Howard Hughes $HHH: 27,852,064 shares, $2B
- Restaurant Brands $QSR: 25,821,284 shares, $1.9B
- Meta Platforms $META : 3,196,062 shares, $1.8B
- Visa $V: 3,270,470 shares, $1.1B
- Mastercard $MA: 2,124,646 shares, $1.1B
- S&P Global $SPGI: 2,593,155 shares, $1.1B
- Netflix $NFLX: 13,081,465 shares, $934.0M
- Pershing Square USA $PSUS: 4,000,000 shares, $149.5M
- Seaport Entertainment $SEG: 5,023,780 shares, $133.6M
- Hertz Global $HTZ: 14,991,599 shares, $34.0M