Consensus
A cross-comparison of legendary investors’ AI holdings: which names are consensus (held by many), and where they clearly disagree. Based on the public holdings of the investors featured here.
AI Conviction Index
How strongly the 8 legends collectively back AI this quarter — the mean Consensus Score across consensus names (2+ holders). Not a market forecast; a summary of disclosed positioning.
Consensus Leaderboard· Compass Consensus Score
An educational analytic from public filings with a fully published methodology; not investment advice.
Consensus holdings
Names held by two or more investors.
- Warren Buffett— Added 225% — the clearest AI bet
- Stanley Druckenmiller— All 385,000 shares exited
- Bill Ackman— Platform AI leader
- David Tepper— Core AI-platform position
- Warren Buffett— Fully exited
- Cathie Wood— Cloud + AI platform, added again
- David Tepper— Added 98% to 4.3M shares — #1 holding
- Duan Yongping— Sharply added to #3
- David Tepper— Trimmed ~13%
- Philippe Laffont— Trimmed
- Warren Buffett— #1 holding (~22%), unchanged this quarter
- Duan Yongping— #1 holding (slightly trimmed)
- Stanley Druckenmiller— Added (HBM memory)
- David Tepper— Bet on the HBM memory cycle
- Cathie Wood— #1 holding (8.2%, physical AI)
- Duan Yongping— New ~3.4M-share stake — #5 holding
- David Tepper— AI foundry beneficiary
- Philippe Laffont— #1 holding (AI manufacturing)
Where they disagree
Same name, opposite calls — Nvidia is the clearest example: some add while others trim.
- Duan Yongping— Sharply added to #3
- David Tepper— Trimmed ~13%
- Philippe Laffont— Trimmed
Holdings matrix
Consensus names (2+ holders) × investors. ✓ means holds.
| Key tickers | Warren Buffett | Cathie Wood | Stanley Druckenmiller | Bill Ackman | Duan Yongping | David Tepper | Philippe Laffont | Michael Burry |
|---|---|---|---|---|---|---|---|---|
| GOOGLAlphabet | ✓ | ✓ | ✓ | ✓ | ||||
| AMZNAmazon | ✓ | ✓ | ✓ | |||||
| NVDANvidia | ✓ | ✓ | ✓ | |||||
| AAPLApple | ✓ | ✓ | ||||||
| MUMicron | ✓ | ✓ | ||||||
| TSLATesla | ✓ | ✓ | ||||||
| TSMTSMC | ✓ | ✓ |
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