05/21/2026
Berkshire Hathaway, Bridgewater, Baillie Gifford, and ARK Invest all showed different approaches to AI and tech in Q1.
- Berkshire Hathaway trimmed holdings from 40 to 29, added , and exited names like . and .
- Bridgewater focused on AI infrastructure and semiconductor hardware, adding , , and .
- Baillie Gifford took profits on AI leaders like while adding vertical growth plays.
- ARK Invest doubled down on AI, healthcare, and crypto exposure with , , and .
While AI remains a common theme, each fund expresses it through different strategies — from hardware bets to cash-flow leaders and frontier applications.
Discover how smart money is positioning across the AI ecosystem — check out “Insight” on moomoo to explore more.