AI & tech investing
Institutional holdings
As of June 30, 2026, Pershing Square reported 14 positions worth $19.47 billion for 2026Q2, adding Visa, Mastercard, S&P Global, Netflix and Pershing Square USA while exiting Alphabet and trimming Amazon and others.
Institutional holdings
As of June 30, 2026, ARK reported 191 holdings worth $15.40 billion for 2026 Q2; SpaceX, Cerebras Systems and X-Energy were new positions, while Tesla and AMD were reduced.
Institutional holdings
Duquesne Family Office's latest 13F filing shows its reported portfolio grew past $5.2 billion. Top holding Natera reached 16.6% of the portfolio, while stakes in TSMC ADR and STMicroelectronics increased. Duquesne significantly increased Amazon, added Alphabet, and liquidated Broadcom, Intel, and Micron.
Institutional holdings
H&H International Investment reported total 13F holdings of $19,100,584,155 for the quarter. The firm reduced Nvidia by over 54% and exited TSMC and CrowdStrike, while trimming Alphabet and Microsoft. It also added to PDD Holdings and initiated a new position in Alibaba, with Apple and Berkshire Hathaway remaining top holdings.
Institutional holdings
Berkshire Hathaway's latest 13F filing shows reported holdings reaching nearly $300 billion, driven by large purchases in Alphabet Class A and C shares, alongside reductions in Bank of America and Capital One.