$NVDA$210.96+4.03%706 funds$AAPL$315.32-0.28%699 funds$MSFT$385.10+0.19%741 funds$AMZN$245.34-0.69%718 funds$GOOGL$357.18-0.48%710 funds$AVGO$399.97-0.28%690 funds$META$669.21+5.97%705 funds$GOOG$355.03-0.34%615 funds$TSLA$407.76+0.30%593 funds$MU$979.30-1.24%594 funds$TSM$434.11-0.65%510 funds$AMAT$602.50+2.35%600 funds$LRCX$350.33-0.80%592 funds$AMD$557.89+2.04%583 funds$PLTR$126.79-1.74%541 funds$ORCL$140.68-2.45%587 funds$KLAC$231.52+0.87%540 funds$TXN$311.46+0.95%571 funds$CRM$163.32+0.50%585 funds$ISRG$406.78-1.16%576 funds$INTC$109.84-2.40%523 funds$ADI$395.65+0.51%548 funds$UBER$74.54+0.26%557 funds$SHOP$122.54-0.51%446 funds$ANET$186.96+1.23%546 funds$QCOM$189.16-1.02%555 funds$ASML$1797.32-0.38%361 funds$PANW$325.91-3.67%515 funds$INTU$274.96+0.58%568 funds$APP$506.98-2.58%480 funds$NOW$107.71-1.04%534 funds$MRVL$235.81-3.07%466 funds$ADBE$223.64+0.44%547 funds$CEG$251.38+0.26%491 funds$VRT$318.86-1.56%463 funds$NET$268.40-2.68%380 funds$CRWD$187.18-5.66%476 funds$CDNS$384.17-0.46%489 funds$SNPS$445.50+0.48%503 funds$MPWR$1352.74-1.56%419 funds$NXPI$292.26+0.59%401 funds$DELL$435.05-3.37%455 funds$TER$359.60-0.87%420 funds$ABNB$148.62+1.18%441 funds$VST$158.86+0.56%444 funds$FTNT$157.51-3.80%446 funds$SNOW$261.45-2.26%412 funds$PDD$85.13-0.87%330 funds$DDOG$257.54-4.26%428 funds$MCHP$88.59+0.37%430 funds$ON$95.96-1.95%370 funds$PYPL$46.32+2.21%426 funds$WDAY$138.95+0.44%423 funds$BABA$112.33+1.07%326 funds$SQ$83.46+0.57%374 funds$COIN$159.07+0.40%388 funds$SAP$157.86-0.38%238 funds$MDB$342.08-5.73%371 funds$ARM$323.39-1.37%239 funds$ZS$139.27-5.34%320 funds$TEAM$88.86-2.04%315 funds$RIVN$17.48-3.53%282 funds$SMCI$28.31+0.25%300 funds$IONQ$42.86-4.27%276 funds$BIDU$117.53+0.02%192 funds$SOUN$6.64-0.60%157 funds$AEHR$72.60-4.74%104 funds$POET$8.31-4.48%39 funds$NVDA$210.96+4.03%706 funds$AAPL$315.32-0.28%699 funds$MSFT$385.10+0.19%741 funds$AMZN$245.34-0.69%718 funds$GOOGL$357.18-0.48%710 funds$AVGO$399.97-0.28%690 funds$META$669.21+5.97%705 funds$GOOG$355.03-0.34%615 funds$TSLA$407.76+0.30%593 funds$MU$979.30-1.24%594 funds$TSM$434.11-0.65%510 funds$AMAT$602.50+2.35%600 funds$LRCX$350.33-0.80%592 funds$AMD$557.89+2.04%583 funds$PLTR$126.79-1.74%541 funds$ORCL$140.68-2.45%587 funds$KLAC$231.52+0.87%540 funds$TXN$311.46+0.95%571 funds$CRM$163.32+0.50%585 funds$ISRG$406.78-1.16%576 funds$INTC$109.84-2.40%523 funds$ADI$395.65+0.51%548 funds$UBER$74.54+0.26%557 funds$SHOP$122.54-0.51%446 funds$ANET$186.96+1.23%546 funds$QCOM$189.16-1.02%555 funds$ASML$1797.32-0.38%361 funds$PANW$325.91-3.67%515 funds$INTU$274.96+0.58%568 funds$APP$506.98-2.58%480 funds$NOW$107.71-1.04%534 funds$MRVL$235.81-3.07%466 funds$ADBE$223.64+0.44%547 funds$CEG$251.38+0.26%491 funds$VRT$318.86-1.56%463 funds$NET$268.40-2.68%380 funds$CRWD$187.18-5.66%476 funds$CDNS$384.17-0.46%489 funds$SNPS$445.50+0.48%503 funds$MPWR$1352.74-1.56%419 funds$NXPI$292.26+0.59%401 funds$DELL$435.05-3.37%455 funds$TER$359.60-0.87%420 funds$ABNB$148.62+1.18%441 funds$VST$158.86+0.56%444 funds$FTNT$157.51-3.80%446 funds$SNOW$261.45-2.26%412 funds$PDD$85.13-0.87%330 funds$DDOG$257.54-4.26%428 funds$MCHP$88.59+0.37%430 funds$ON$95.96-1.95%370 funds$PYPL$46.32+2.21%426 funds$WDAY$138.95+0.44%423 funds$BABA$112.33+1.07%326 funds$SQ$83.46+0.57%374 funds$COIN$159.07+0.40%388 funds$SAP$157.86-0.38%238 funds$MDB$342.08-5.73%371 funds$ARM$323.39-1.37%239 funds$ZS$139.27-5.34%320 funds$TEAM$88.86-2.04%315 funds$RIVN$17.48-3.53%282 funds$SMCI$28.31+0.25%300 funds$IONQ$42.86-4.27%276 funds$BIDU$117.53+0.02%192 funds$SOUN$6.64-0.60%157 funds$AEHR$72.60-4.74%104 funds$POET$8.31-4.48%39 funds
Tracking 400+ AI elite funds via 13F filings

Track What Smart Money is Buying in AI

We screen every 13F filing and surface 400+ funds with meaningful AI exposure. Real-time flow analysis across AI, Semiconductors, and Hardware.

Top AI Stocks Being Accumulated

Most institutional buying activity this quarter (13F data)

View all 68
TickerCompanyBuyingSellingSentimentTotal Funds
$DDOGDatadog Inc.87318
100
428funds
$PANWPalo Alto Networks84402
100
515funds
$MUMicron Technology79492
100
594funds
$ABNBAirbnb Inc.75340
100
441funds
$NOWServiceNow Inc.74433
100
534funds

Top AI Stocks Being Sold

Stocks where tracked funds closed or reduced positions vs previous quarter

View all 68
TickerCompanyFunds SellingClosedDecreasedPrice
$MSFTMicrosoft Corporation6192 exits617 reduced$385.10
$AMZNAmazon.com, Inc.5993 exits596 reduced$245.34
$METAMeta Platforms, Inc.594—594 reduced$669.21
$GOOGLAlphabet Inc.5911 exits590 reduced$357.18
$AAPLApple Inc.5831 exits582 reduced$315.32

Top Tech Funds of the Quarter

AI elite funds with the highest sector exposure this quarter

Newlands Management Operations LLC

Tech Focused

AI Exposure

73.9%

AUM Tracked

$15.5B

Largest new position: $META

Clear Street Group Inc.

Tech Focused

AI Exposure

72.2%

AUM Tracked

$17.8B

Largest new position: $NVDA

Tiger Global Management LLC

Chase Coleman III

Tech Focused

AI Exposure

67.5%

AUM Tracked

$22.8B

Largest new position: $GOOGL