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AI investor map
Who is loading up on AI?
Latest public holdings from 102 institutions and investors — what AI stocks they hold and how positions are moving.
共 102 位
Investor spotlights
Pure-play AI · highest concentration
Mega-book AI
KOL · research
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Serenity@aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
245
tickers
448.0K
followers
102 AI investors
Last updated Oct 2026Rank
Investor / Fund
AI book size↓
vs prior Q
Top AI positions
Type / Style
Disclosure
1
$471.5B
47.2% of 13F book
Added $255.9B
+118.7% vs prior Q
NVDAAAPLGOOGL
Asset Mgr
Jun 2026
Filed 2026-08-14
2
$459.7B
45.8% of 13F book
Added $337.8B
+276.9% vs prior Q
NVDAAAPLMSFT
Sovereign
Jun 2026
Filed 2026-08-12
3
$189.9B
32.7% of 13F book
Added $35.8B
+23.3% vs prior Q
NVDAAVGOMSFT
Asset Mgr
Jun 2026
Filed 2026-08-14
4
$126.6B
37.7% of 13F book
Added $30.8B
+32.1% vs prior Q
NVDAAAPLGOOGL
Asset Mgr
Jun 2026
Filed 2026-08-04
5
$103.7B
34.7% of 13F book
Added $29.2B
+39.3% vs prior Q
AAPLGOOGLGOOG
Public Co.Value
Jun 2026
Filed 2026-08-14
6
$103.2B
61.9% of 13F book
Added $19.5B
+23.4% vs prior Q
NVDAAAPLAMZN
Asset MgrGARP
Jun 2026
Filed 2026-08-03
7
$75.4B
41.7% of 13F book
Added $21.3B
+39.4% vs prior Q
NVDAAAPLMSFT
Sovereign
Jun 2026
Filed 2026-08-14
8
$65.0B
22.7% of 13F book
Added $23.6B
+57.1% vs prior Q
NVDAAAPLMU
Asset MgrQuant
Jun 2026
Filed 2026-08-14
9
$63.4B
100.0% of 13F book
Added $45.1B
+245.3% vs prior Q
INTCSPCXCRWV
Public Co.
Jun 2026
Filed 2026-08-14
10
$60.1B
60.2% of 13F book
Added $12.6B
+26.5% vs prior Q
TSMGOOGAMZN
Asset MgrValue
Jun 2026
Filed 2026-08-10
11
$46.2B
41.9% of 13F book
Added $11.9B
+34.6% vs prior Q
SPCXNVDAAMZN
Asset MgrDisruptive
Jun 2026
Filed 2026-08-06
12
$44.1B
21.0% of 13F book
Added $30.5B
+225.7% vs prior Q
NVDAGOOGLAMZN
Hedge FundQuant
Jun 2026
Filed 2026-08-14
13
$40.0B
82.2% of 13F book
Added $18.6B
+87.4% vs prior Q
TSMLRCXMU
Hedge FundGARP
Jun 2026
Filed 2026-08-14
14
$34.7B
52.0% of 13F book
Added $26.8B
+341.6% vs prior Q
SPCXTSLANVDA
Asset MgrDisruptive
Jun 2026
Filed 2026-08-14
15
$33.5B
96.2% of 13F book
Added $14.3B
+74.9% vs prior Q
GFSARMMU
Sovereign
Jun 2026
Filed 2026-08-14
Showing 1–15 of 102 investors