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.

By Yona Yin Hong·LinkedIn·Updated quarterly + daily

Featured Investors

2 investors tracked · 13 AI positions across both portfolios
Conservative Value

Berkshire Hathaway

Greg Abel, CEO · Buffett-era legacy CIK 0001067983
Total 13F AUM
—
3 positions
AI Exposure
$74.47B
22.0% of AUM
AI Positions
3
Top AI Holdings
  • AAPLAAPL22.0%
  • GOOGLGOOGL5.9%
  • GOOGGOOG0.4%
As of Q1 2026View AI portfolio →
Disruptive Growth

Cathie Wood / ARK Invest

ARK Investment Management LLC CIK 0001697748
Total 13F AUM
—
10 positions
AI Exposure
$2.39B
— of AUM
AI Positions
10
Top AI Holdings
  • AMDAMD—
  • PLTRPLTR—
  • AMZNAMZN—
As of Q2 2026View AI portfolio →