AI & Compute
themeSummary
In the AI & Compute theme, tracked hedge-fund managers hold 16 stocks, a combined reported value of ~$147.96B; most concentrated in GOOGL, NVDA, MSFT. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.
Constituents
16stocks
Tracked gurus
12(13F)
Board total value
$147.96B
Largest holding
GOOGLALPHABET INC-CL A
Stocks in this boardranked by tracked-guru holding value
Gurus most invested in this boardby value held in this board
1
Warren Buffett1 stocks$28.16B2
Philippe Laffont9 stocks$15.71B3Dodge & Cox6 stocks$12.95B4
Ken Griffin16 stocks$10.62B5
Chase Coleman9 stocks$10.23B6Jeremy Grantham7 stocks$9.00B7
Izzy Englander16 stocks$8.20B8Leopold Aschenbrenner2 stocks$6.84B9
Renaissance Technologies13 stocks$6.22B10
Brad Gerstner8 stocks$5.18B11
Steven Cohen13 stocks$4.22B12
Bill Ackman3 stocks$3.62B
Warren Buffett1 stocks$28.16B2Philippe Laffont9 stocks$15.71B3Dodge & Cox6 stocks$12.95B4Ken Griffin16 stocks$10.62B5Chase Coleman9 stocks$10.23B6Jeremy Grantham7 stocks$9.00B7Izzy Englander16 stocks$8.20B8Leopold Aschenbrenner2 stocks$6.84B9Renaissance Technologies13 stocks$6.22B10Brad Gerstner8 stocks$5.18B11Steven Cohen13 stocks$4.22B12Bill Ackman3 stocks$3.62BPublic SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.