Artificial Intelligence Stocks Concentrated by Major Funds in the Second Quarter

According to official Form 13-F filings for the second quarter of 2026, major hedge funds managed by billionaire investors invested in three artificial intelligence-focused tech giants, driven by growth in cloud computing and data center infrastructure.

Form 13-F Filings

The most recently disclosed Form 13-F portfolio filings for the second quarter of the year clearly revealed the moves of major players in the markets.

Leading billionaire fund managers concentrated on prominent tech sector names during this period, updating their portfolios accordingly.

Prominent Funds

Peter Thiel's fund, David Tepper's Appaloosa Management, Philippe Laffont's Coatue Management fund, and Stanley Druckenmiller's Duquesne Capital played an active role during this process.

These billionaire fund managers strategically executed critical share purchases during this period despite fluctuations in the markets.

Amazon and AWS Growth

While Amazon's massive data center capital expenditures paid off, Amazon Web Services grew by 37 percent year-over-year in the second quarter.

The company's strong cloud performance was also accompanied by the steady business activities of its North American and international e-commerce departments.

Alphabet and Google Cloud

Google Cloud revenues within Alphabet increased by a massive 82 percent in the second-quarter period, catching a remarkable momentum.

This extraordinary revenue growth enabled the company to achieve one of its highest quarterly growth rates in the past decade.

Taiwan Semiconductor Investments

Taiwan Semiconductor, positioned as the world's largest logic chip manufacturer, received massive investments from funds including Coatue Management, Duquesne Capital, and Tiger Global Management.

As a vital supplier for artificial intelligence computing units, the company continues to directly benefit from ongoing data center investments.