Irene is a crypto mining firm being repurposed for AI workloads.
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Big Money is BUYING HEAVY Here (Actual Portfolios of the 1% in 2026)
Investing Simplified - Professor GApr 23, 2026
The creator analyzes the portfolios of prominent investors like Bill Ackman, Bill Gates, Chase Coleman, Warren Buffett, Chris Hohn, and Harvard's endowment to identify key investment themes. While many investors hold similar large-cap tech stocks like Google, Microsoft, and Amazon, the creator highlights a significant focus on AI and a surprising allocation to Bitcoin and crypto by some institutions.
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Tickers discussed in this post
Core Scientific is a crypto mining firm being repurposed for AI workloads.
Cipher Mining is a crypto mining firm being repurposed for AI workloads.
Coreweave is a key AI cloud infrastructure provider and a new expanded position.
Bloom Energy is the largest holding in a fund focused on AI infrastructure and power.
Constellation Energy is a power producer held by a fund focused on AI infrastructure.
Broadcom is a semiconductor holding in a fund focused on AI infrastructure.
Intel is a semiconductor holding in a fund focused on AI infrastructure.
Tesla is mentioned as holding Bitcoin and investing in Bitcoin-related assets.
S&P Global is held by Chris Hohn.
Visa is a key long-term holding for Chris Hohn, recognized for its competitive advantages.
General Electric is a significant long-term holding for Chris Hohn due to high barriers to entry.
Moody's is held by Warren Buffett and Chris Hohn.
Chevron is held by Warren Buffett.
Coca-Cola is held by Warren Buffett.
Bank of America is held by Warren Buffett.
American Express is held by Warren Buffett.
Apple is Warren Buffett's largest holding.
Nvidia is a key holding for Chase Coleman and Harvard, linked to AI.
Caterpillar is held by Bill Gates.
Microsoft is a common and significant holding across multiple investors.
CNI is a holding in Bill Gates' portfolio.
Waste Management is held by Bill Gates.
Meta is part of Bill Ackman's investment portfolio.
Google is a staple holding for several major investors.
Amazon is a common holding among several large investors.
Uber is held by Bill Ackman as part of his diversified portfolio.