Altimeter Capital

“Average secondary bids reached 106% of NAV in Q1 2025 — the first premium since 2021 — after bottoming near 60% of NAV in 2022, signaling renewed structural demand, not saturation.”

“Cerebras, our shared portfolio company, has a gigawatt.”

“We invested pre-IPO at a billion dollars. We distributed the shares at three or four billion. And then it went to 50 billion over the course of the next 24 months.”