AI & Compute

theme

Summary

In the AI & Compute theme, tracked hedge-fund managers hold 16 stocks, a combined reported value of ~$2.46T; most concentrated in MSFT, GOOGL, META. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

16stocks

Tracked gurus

12(13F)

Board total value

$2.46T

Largest holding

MSFTMICROSOFT CORP

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

MSFTMICROSOFT CORP$671.92B

Sam Altman · OpenAI Ecosystem Cloud & SaaS

BA IE CH

GOOGLALPHABET INC-CL A$512.32B

Elon Musk · Tesla & SpaceX Duan Yongping

WB CC PL

METAMETA PLATFORMS INC-CLASS A$300.75B

Communication Services

CC PL BA

TSMTAIWAN SEMICONDUCTOR-SP ADR$252.36B

Advanced Packaging Jensen Huang · NVIDIA AI Ecosystem

PL CC AH

NVDANVIDIA CORP$160.80B

Elon Musk · Tesla & SpaceX Advanced Packaging

KG DY CC

SNOWSNOWFLAKE INC$145.63B

Cloud & SaaS Technology

BG JG KG

MUMICRON TECHNOLOGY INC$121.57B

Jensen Huang · NVIDIA AI Ecosystem HBM

KG RT DT

AMDADVANCED MICRO DEVICES$57.51B

Advanced Packaging Semiconductors

CW IE SC

ORCLORACLE CORP$53.70B

Jensen Huang · NVIDIA AI Ecosystem Sam Altman · OpenAI Ecosystem

KG RD SC

AVGOBROADCOM INC$51.86B

Advanced Packaging HBM

PL CC KG

DASHDOORDASH INC - A$44.98B

Consumer Discretionary

IE RT SC

NOWSERVICENOW INC$41.16B

Cloud & SaaS AI Applications

KG IE CC

PLTRPALANTIR TECHNOLOGIES INC-A$30.07B

Cathie Wood · ARK Defense AI & Drones

RT CW KG

MRVLMARVELL TECHNOLOGY INC$7.85B

Semiconductors Jensen Huang · NVIDIA AI Ecosystem

IE RD KG

ARMARM HOLDINGS PLC-ADR$7.11B

Jensen Huang · NVIDIA AI Ecosystem Semiconductors

BG RD KG

SMCISUPER MICRO COMPUTER INC$1.43B

Semiconductors Jensen Huang · NVIDIA AI Ecosystem

KG IE JG

Gurus most invested in this boardby value held in this board

1Warren Buffett1 stocks$15.60B 2Ken Griffin16 stocks$11.42B 3Chase Coleman8 stocks$10.99B 4Philippe Laffont8 stocks$9.85B 5Izzy Englander16 stocks$8.06B 6Steven Cohen14 stocks$4.36B 7Brad Gerstner7 stocks$4.22B 8Ray Dalio15 stocks$4.20B 9Andreas Halvorsen4 stocks$3.66B 10Bill Ackman3 stocks$3.62B 11Renaissance Technologies13 stocks$3.32B 12Duan Yongping5 stocks$2.85B

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