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.
AI Conviction Index
How strongly the 8 legends collectively back AI this quarter — the mean Consensus Score across consensus names (2+ holders). Not a market forecast; a summary of disclosed positioning.
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— Exited in Q1; the Q2 filing confirms it was not rebought
- Cathie Wood— 2.5%
- Stanley Druckenmiller— 4.6%
- Bill Ackman— Top AI position at 17.4% of an 11-name book
- David Tepper— #1 holding at 15.4%
- Philippe Laffont— 5.8%
- Warren Buffett— Class A 9.4% + Class C 3.2% = 12.6% — the AI bet, added two quarters running
- Stanley Druckenmiller— 2.3%
- Duan Yongping— 3.6%
- David Tepper— 8.5%
- Philippe Laffont— 3.6%
- Cathie Wood— 1.8%
- Duan Yongping— 6.6%
- David Tepper— 3.9%
- Michael Burry— 13.5%
- Stanley Druckenmiller— Largest AI position at 5.4%
- David Tepper— 10.2%
- Philippe Laffont— #1 holding at 8.8%
- Warren Buffett— #1 holding at 22.0% of the book (12 separate lines in the filing, combined)
- Duan Yongping— The anchor: 41.1% of the entire book
- Cathie Wood— 5.3% — the largest AI-semis position
- Stanley Druckenmiller— 0.8%
- Cathie Wood— 2.4%
- Michael Burry— 66% of the book — the concentration in his final 13F
Where they disagree
Same name, opposite calls — Nvidia is the clearest example: some add while others trim.
- Cathie Wood— 1.8%
- Duan Yongping— 6.6%
- David Tepper— 3.9%
- Michael Burry— 13.5%
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 | ✓ | ✓ | ✓ | ✓ | ||||
| TSMTSMC | ✓ | ✓ | ✓ | |||||
| AAPLApple | ✓ | ✓ | ||||||
| AMDAMD | ✓ | ✓ | ||||||
| METAMeta | ✓ | ✓ | ||||||
| MSFTMicrosoft | ✓ | ✓ | ||||||
| MUMicron | ✓ | ✓ | ||||||
| PLTRPalantir | ✓ | ✓ | ||||||
| TSLATesla | ✓ | ✓ |
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