Brad Gerstner's Altimeter Capital Management has made notable investments in the public market. Some outlets report that Gerstner's portfolio overlaps with those of other prominent investors, including Bill Ackman and Nancy Pelosi, in certain stocks. The specific stocks and details of Gerstner's investments vary across reports, with some mentioning artificial intelligence and tech companies, while others discuss changes to his holdings, including a significant reduction in a China-based investment.