AI Smart-Money Tracker
Track how legendary investors actually bet on AI.
Curated AI-only slices of institutional portfolios — sourced from SEC 13F-HR filings and daily ETF disclosures, with every position grounded in an investor's own words. Not a screener. Not a leaderboard. A focused lens on how 21st-century capital is positioning across the AI stack.
Featured Investors
2 investors tracked · 13 AI positions across both portfoliosConservative Value
Berkshire Hathaway AI Portfolio
Greg Abel, CEO · Buffett-era legacy CIK 0001067983
Total AUM
$263.1B
3 positions
AI Exposure
$74.5B
28.3% of AUM
AI Positions
3
Top AI Holdings
- AAPLAAPL77.7%
- GOOGLGOOGL20.9%
- GOOGGOOG1.4%
As of Q1 2026View AI portfolio →
Disruptive Growth
Cathie Wood AI Portfolio
ARK Investment Management LLC CIK 0001697748
Total AUM
$12.4B
10 positions
AI Exposure
$2.4B
19.0% of AUM
AI Positions
10
Top AI Holdings
- AMDAMD27.0%
- PLTRPLTR15.9%
- AMZNAMZN13.8%
As of Q2 2026View AI portfolio →