Consensus
A cross-comparison of legendary investors’ AI holdings: which names are consensus (held by many), and where they clearly disagree. Based on the public holdings of the investors featured here.
Consensus Leaderboard· Compass Consensus Score
An educational analytic from public filings with a fully published methodology; not investment advice.
Consensus holdings
Names held by two or more investors.
- Warren Buffett— AWS cloud + AI monetization
- Cathie Wood— Cloud + AI platform
- Stanley Druckenmiller— Added two quarters running
- David Tepper— Nearly doubled — #1 holding
- Philippe Laffont— Core AI-benefiting growth
- Stanley Druckenmiller— Full-stack AI at a relatively reasonable valuation
- Bill Ackman— Platform AI leader
- David Tepper— Core AI-platform position
- Duan Yongping— Sharply added to #3
- David Tepper— Trimmed ~13%
- Philippe Laffont— Trimmed
- Warren Buffett— On-device AI and ecosystem moat
- Duan Yongping— #1 holding (slightly trimmed)
Where they disagree
Same name, opposite calls — Nvidia is the clearest example: some add while others trim.
- Duan Yongping— Sharply added to #3
- David Tepper— Trimmed ~13%
- Philippe Laffont— Trimmed
Holdings matrix
Consensus names (2+ holders) × investors. ✓ means holds.
| Key tickers | Warren Buffett | Cathie Wood | Stanley Druckenmiller | Bill Ackman | Duan Yongping | David Tepper | Philippe Laffont | Michael Burry |
|---|---|---|---|---|---|---|---|---|
| AMZNAmazon | ✓ | ✓ | ✓ | ✓ | ✓ | |||
| GOOGLAlphabet | ✓ | ✓ | ✓ | |||||
| NVDANvidia | ✓ | ✓ | ✓ | |||||
| AAPLApple | ✓ | ✓ |
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