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)
Apr 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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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.