Wall Street's Top Investors Bet Big on AI Stocks

Investors who follow the moves of Wall Street's top institutions may want to take note of recent 13F filings. In this quarterly report, institutional investors managing over $100 million must disclose their holdings with the SEC. The Zacks Investment Ideas feature highlights several notable positions in tech giants such as NVIDIA (NVDA) and Google (GOOGL).

NVIDIA is the largest company in the world by market cap ($5 trillion), and its investments are worth watching due to its significant involvement in the AI boom. Its CEO, Jensen Huang, has partnered with Intel in a $5 billion deal for manufacturing and data center collaboration.

The top 13F holders of NVIDIA include Brad Gerstner's Altimeter Capital, which owns 19.16% of the company's shares, and Lone Pine Capital, which added Nebius Group to its portfolio this quarter. Other notable investors in NVIDIA include Gavin Baker's Atreides, who has also bet big on AI-related names such as Micron (MU) and Cerebras (CBRS).