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13F Season: Where Wall Street's Smart Money Is Betting
13F is a quarterly report that institutional investors managing over $100 million must disclose with the SEC. 13Fs can provide valuable insight into America’s top investors. Below are the 5 most important 13Fs to watch:
NVIDIA
NVIDIA is the largest company in the world by market cap ($5 trillion). Beyond its size, the company’s investments are worth watching because no other company on the planet has its finger on the pulse of the AI boom like NVIDIA and its iconic CEO Jensen Huang. At a 44% weighting, Intel remains its largest position. Earlier this year, NVIDIA made a $5 billion investment in Intel common stock in return for a manufacturing and data center collaboration. Meanwhile, SpaceX was NVIDIA’s largest addition and comprises 30.94% of the portfolio. NVIDIA is also betting big on leading neocloud stocks like CoreWeave and Nebius (NVIDIA has partnerships with both).
Brad Gerstner, Altimeter Capital
Brad Gerstner is one of America’s leading venture capitalists, tech entrepreneurs, and hedge fund managers. Gerstner is best-known for his early bets in Snowflake, Google and Meta Platforms. His top two positions are NVDA (19.16%) and Cerebras (16.24%). Like many other leading tech managers, Gerstner’s top buys in the second quarter were SpaceX, Micron and CRBS. CRBS is currently building the right side of an IPO base structure.
Lone Pine Capital
Lone Pine Capital is on our list because of its tremendous outperformance. As of June, Lone Pine was up 43%. Lone Pine’s largest position and one it added to is Nebius Group. It is also bullish on other leading AI-related names like ASML Holding and Seagate Technologies.
Stanley Druckenmiller
Stanley Druckenmiller is a legendary investor best-known for managing money for more than 30 years without a single losing year. Druckenmiller’s largest holding is Natera, a medical devices company. Some of Druckenmiller’s top buys include Magnificent 7 names such as Google and Amazon.
Gavin Baker, Atreides
Gavin Baker is a tech specialist who is best-known for his early investment in NVIDIA and other tech compounders. Baker is betting big on AI with top positions in Micron, Cerebras, and Astera Labs.
Bottom Line
Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions. Top bets this quarter include SpaceX, recent IPOs, and AI infrastructure stocks.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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Zacks Investment Ideas feature highlights: NVDA, GOOGL, AMZN, INTC and others
For Immediate Release
Chicago, IL – August 18, 2026 – Today, Zacks Investment Ideas feature highlights Intel (INTC - Free Report) , CoreWeave CRWV, Nebius (NBIS - Free Report) , Snowflake (SNOW - Free Report) , Google (GOOGL - Free Report) , Meta Platforms (META - Free Report) , NVDA (NVDA - Free Report) , Cerebras CBRS, Micron (MU - Free Report) , ASML Holding (ASML - Free Report) , Seagate Technologies (STX - Free Report) , Natera (NTRA - Free Report) , Amazon (AMZN - Free Report) and Astera Labs (ALAB - Free Report) .
13F Season: Where Wall Street's Smart Money Is Betting
13F is a quarterly report that institutional investors managing over $100 million must disclose with the SEC. 13Fs can provide valuable insight into America’s top investors. Below are the 5 most important 13Fs to watch:
NVIDIA
NVIDIA is the largest company in the world by market cap ($5 trillion). Beyond its size, the company’s investments are worth watching because no other company on the planet has its finger on the pulse of the AI boom like NVIDIA and its iconic CEO Jensen Huang. At a 44% weighting, Intel remains its largest position. Earlier this year, NVIDIA made a $5 billion investment in Intel common stock in return for a manufacturing and data center collaboration. Meanwhile, SpaceX was NVIDIA’s largest addition and comprises 30.94% of the portfolio. NVIDIA is also betting big on leading neocloud stocks like CoreWeave and Nebius (NVIDIA has partnerships with both).
Brad Gerstner, Altimeter Capital
Brad Gerstner is one of America’s leading venture capitalists, tech entrepreneurs, and hedge fund managers. Gerstner is best-known for his early bets in Snowflake, Google and Meta Platforms. His top two positions are NVDA (19.16%) and Cerebras (16.24%). Like many other leading tech managers, Gerstner’s top buys in the second quarter were SpaceX, Micron and CRBS. CRBS is currently building the right side of an IPO base structure.
Lone Pine Capital
Lone Pine Capital is on our list because of its tremendous outperformance. As of June, Lone Pine was up 43%. Lone Pine’s largest position and one it added to is Nebius Group. It is also bullish on other leading AI-related names like ASML Holding and Seagate Technologies.
Stanley Druckenmiller
Stanley Druckenmiller is a legendary investor best-known for managing money for more than 30 years without a single losing year. Druckenmiller’s largest holding is Natera, a medical devices company. Some of Druckenmiller’s top buys include Magnificent 7 names such as Google and Amazon.
Gavin Baker, Atreides
Gavin Baker is a tech specialist who is best-known for his early investment in NVIDIA and other tech compounders. Baker is betting big on AI with top positions in Micron, Cerebras, and Astera Labs.
Bottom Line
Quarterly 13F disclosures offer individual investors an irreplaceable window into the playbooks of market-moving institutions. Top bets this quarter include SpaceX, recent IPOs, and AI infrastructure stocks.
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.