Featured legendary investors

Q2 2026 ended a 14-quarter net-selling streak with ~$19.8B of net buying; Alphabet got another ~$17B, vaulting to the #3 holding (~$36.6B, 9.4% of the book) — the full-stack AI bet is compounding under Abel.

One of the most aggressive AI bulls. Bets on AI infrastructure and next-gen compute — CoreWeave, Cerebras — and on nuclear (X-Energy) as AI’s energy base layer.

A stunning Q1 reversal: exited Alphabet entirely and rotated into SanDisk, Seagate, Micron, Broadcom and Intel — betting on AI’s memory/storage bottleneck, with tech exposure doubling from 9.4% to 18.4%.

Holds only a handful of high-conviction names. Gains AI exposure through quality compounders like Alphabet rather than speculation.

A value investor anchored in Apple and Berkshire who leaned hard into the AI chain in 2026 — adding 91% to Nvidia (now #3), opening Tesla and adding PDD in Q1 while exiting Alibaba. Especially relevant for Chinese readers.

In Q1 2026 he nearly doubled Amazon into his #1 position (AI angle = accelerating AWS), while trimming Nvidia and AMD and leaning into Micron — “betting on AI monetization and the memory cycle, not pure compute.”

Q1 2026: $29.1B across 62 names, with the top five now TSMC, GE Vernova, Lam Research, Applied Materials and Broadcom — full-stack AI infrastructure (foundry + equipment + power) — while adding 18% to Microsoft.

The “Big Short” investor and the AI trade’s starkest bear: after winding down Scion in November 2025, he disclosed in May 2026 that ~80% of his personal book sits in Nvidia and Palantir put options (~$1.1B notional).