Altimeter reportedly sold its entire CoreWeave ($CRWV) position after reducing exposure over three months, citing a view that AI had overshot and would consolidate. Brad Gerstner said they moved 10% of their book into Meta ($META) and Tesla ($TSLA); the post also notes the last 13F showed 6 million CoreWeave shares as of June 30, including 1.5 million added in Q2.