Institutional Investors Reveal Major Bets on AI Boom

13F Season is here, and we're diving into the quarterly reports of top institutional investors. These filings offer valuable insights into the strategies of market-moving institutions.

NVIDIA (NVDA) takes center stage as its largest holding, with a significant weighting in Intel (INTC), following their recent $5 billion investment collaboration. NVIDIA is also heavily invested in SpaceX (SPCX), making up 30.94% of their portfolio.

Brad Gerstner's Altimeter Capital is another notable investor, with top positions in NVDA and Cerebras (CBRS). His team added to their stakes in SpaceX, Micron (MU), and CRBS during the second quarter.

Lone Pine Capital has outperformed significantly this year, with a 43% gain as of June. They're bullish on Nebius Group, AI-related names like ASML Holding (ASML) and Seagate Technologies (STX).