TREE NEWS reports: Seven major funds including Berkshire Hathaway, Duquesne, H&H International, Himalaya Capital, ARK, Oriental Harbor, and Situational Awareness disclosed Q2 13F filings. Key moves: Buffett’s Berkshire boosted Alphabet, Druckenmiller rotated within AI semis, Duan Yongping and Li Lu increased PDD, Dan Bin went all-in on AI hardware, and ARK bought SpaceX. The consensus is continued AI investment but with shifts in value chain focus.
Top Funds’ 13F: Buffett, Duan, Li, Dan Reveal Q2 Positions
AI take
The notable signal is divergence within the AI trade rather than consensus: Druckenmiller rotating inside semis and Dan Bin concentrating on AI hardware suggest the value chain, not the theme, is being repriced, while Duan and Li Lu adding PDD points to a separate China-consumer bet. ARK's SpaceX position and Berkshire's Alphabet add show exposure is broadening beyond listed chipmakers into private and platform names. Whether these Q2 moves are momentum or durable repositioning only becomes clear with Q3 filings, when the same funds disclose whether they held or trimmed.
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