AI Applications

theme

Summary

In the AI Applications theme, tracked hedge-fund managers hold 9 stocks, a combined reported value of ~$480.05B; most concentrated in CRM, ADBE, NOW. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

9stocks

Tracked gurus

12(13F)

Board total value

$480.05B

Largest holding

CRMSALESFORCE INC

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

CRMSALESFORCE INC$309.20B

Sam Altman · OpenAI Ecosystem Cloud & SaaS

KG GS IE

ADBEADOBE INC$57.17B

Cloud & SaaS Technology

RT IE KG

NOWSERVICENOW INC$41.16B

AI & Compute Cloud & SaaS

KG IE CC

PLTRPALANTIR TECHNOLOGIES INC-A$30.07B

AI & Compute Defense AI & Drones

RT CW KG

APPAPPLOVIN CORP-CLASS A$21.19B

SM PL CC

PATHUIPATH INC - CLASS A$16.80B

Robotics & Automation Cathie Wood · ARK

KG PL SC

DUOLDUOLINGO$2.55B

RT IE KG

AIC3.AI INC-A$1.73B

IE KG SC

SOUNSOUNDHOUND AI INC-A$159.73M

KG IE

Gurus most invested in this boardby value held in this board

1Renaissance Technologies6 stocks$1.61B 2Ken Griffin9 stocks$1.12B 3Stephen Mandel1 stocks$583.04M 4Chase Coleman2 stocks$554.83M 5Philippe Laffont2 stocks$538.62M 6Cathie Wood2 stocks$456.04M 7Izzy Englander8 stocks$416.14M 8Joel Greenblatt7 stocks$190.69M 9George Soros2 stocks$83.58M 10Steven Cohen3 stocks$42.02M 11Ray Dalio3 stocks$19.48M 12Duan Yongping1 stocks$8.78M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.