Big Money is BUYING HEAVY Here (Actual Portfolios of the 1% in 2026)

Recommandations

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1. 01 IBIT NASDAQ ACHETER +0,54%
   Entrée $44,05 23 avr 2026

   Actuel $44,29 09 sept 2026

   Résultat +$0,24

   vs. indice −7,1% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …bit later because I'm going to go a little bit deeper. You're going to want that deep dive because his portfolio is definitely the most interesting, especially right now. But lastly, here is Harvard, the university Harvard stock portfolio. Look at their largest holding. IBIT, which is the Bitcoin ETF. They're also very heavy in Google, Gold, and Microsoft, but you can see there they're in a couple of very specific companies. And then also AI with some Nvidia and some Taiwan Semiconductor. Definitely a different portfolio than you probab…

   Look at their largest holding. IBIT, which is the Bitcoin ETF.

   Aller

   Contexte extrait par IA "But lastly, here is Harvard, the university Harvard stock portfolio. Look at their largest holding. IBIT, which is the Bitcoin ETF."

2. 02 BTC CRYPTO ACHETER +0,19%
   Entrée $77 983,00 23 avr 2026

   Actuel $78 135,00 10 sept 2026

   Résultat +$152,00

   vs. indice — BTC est l'indice de référence — il n'y a pas d'excédent à mesurer

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   Contexte de la transcription source

   …because they're definitely not alone. And that's Bitcoin and crypto. Goldman Sachs just filed for a Bitcoin ETF. Morgan Stanley already launched one. European banks like in Tesla are directly investing in Bitcoin related assets. Obviously, Strategy Inc. and Michael Sailor are buying up all the Bitcoin they can along with Tesla as Tesla owns almost $1 billion in Bitcoin as a company. And now, if you're interested in learning more about this sector specifically, 21 Shares has a bunch of education and information to learn more. Thank you to 21 Shar…

   Strategy Inc. and Michael Sailor are buying up all the Bitcoin they can

   Aller

   Contexte extrait par IA "Obviously, Strategy Inc. and Michael Sailor are buying up all the Bitcoin they can along with Tesla as Tesla owns almost $1 billion in Bitcoin as a company."

3. 03 INTC NASDAQ ACHETER +59,09%
   Entrée $66,78 23 avr 2026

   Actuel $106,24 09 sept 2026

   Résultat +$39,46

   vs. indice +51,5% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …at could lag behind. Well, his fund now reports roughly $5.5 billion in US equity exposure spread across nearly 30 holdings. Something that I really like to see is that Ashen Brener has invested almost all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital…

   The fund held large positions in semiconductors such as Intel and Broadcom

   Aller

   Contexte extrait par IA "The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF..."

4. 04 AVGO NASDAQ ACHETER -13,23%
   Entrée $419,94 23 avr 2026

   Actuel $364,38 09 sept 2026

   Résultat −$55,56

   vs. indice −20,8% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …at could lag behind. Well, his fund now reports roughly $5.5 billion in US equity exposure spread across nearly 30 holdings. Something that I really like to see is that Ashen Brener has invested almost all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital…

   The fund held large positions in semiconductors such as Intel and Broadcom

   Aller

   Contexte extrait par IA "The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF..."

5. 05 CEG NASDAQ ACHETER +0,39%
   Entrée $292,77 23 avr 2026

   Actuel $293,90 09 sept 2026

   Résultat +$1,13

   vs. indice −7,2% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …. Something that I really like to see is that Ashen Brener has invested almost all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital, companies that operate massive power- hungry computing facilities originally built for Bitcoin mining, b…

   power producers including Vistra and Constellation Energy

   Aller

   Contexte extrait par IA "...alongside power producers including Vistra and Constellation Energy."

6. 06 APLD NASDAQ ACHETER -25,34%
   Entrée $36,35 23 avr 2026

   Actuel $27,14 09 sept 2026

   Résultat −$9,21

   vs. indice −33,0% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …t all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital, companies that operate massive power- hungry computing facilities originally built for Bitcoin mining, but increasingly being repurposed for AI workloads. Large mining operators are increasingly repositioning their highdensity facilities …

   positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital

   Aller

   Contexte extrait par IA "The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital..."

7. 07 BE NYSE ACHETER +13,35%
   Entrée $237,57 23 avr 2026

   Actuel $269,28 09 sept 2026

   Résultat +$31,71

   vs. indice +5,7% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …capacity in the new AI compute economy. The latest filings are showing that his strategy is actually sharpening specifically around these themes, particularly electricity generation in companies that control large pools of computing power. Among the newer expanded positions are Bloom Energy, a fuel cell power company that's now the fund's single largest holding, Coreweave, an AI cloud infrastructure provider, and Cipher Mining, another large crypto mining firm. Now, obviously, this type of investing and this one is a lot different than the other ones that I showed you, and this one's definitely a…

   Among the newer expanded positions are Bloom Energy, a fuel cell power company that's now the fund's single largest holding

   Aller

   Contexte extrait par IA "Among the newer expanded positions are Bloom Energy, a fuel cell power company that's now the fund's single largest holding, Coreweave, an AI cloud infrastructure provider, and Cipher Mining..."

8. 08 CRWV NASDAQ ACHETER -19,14%
   Entrée $117,42 23 avr 2026

   Actuel $94,94 09 sept 2026

   Résultat −$22,48

   vs. indice −26,8% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …around these themes, particularly electricity generation in companies that control large pools of computing power. Among the newer expanded positions are Bloom Energy, a fuel cell power company that's now the fund's single largest holding, Coreweave, an AI cloud infrastructure provider, and Cipher Mining, another large crypto mining firm. Now, obviously, this type of investing and this one is a lot different than the other ones that I showed you, and this one's definitely a bit more speculative and also obviously risky. …

   Coreweave, an AI cloud infrastructure provider

   Aller

   Contexte extrait par IA "Among the newer expanded positions are Bloom Energy... Coreweave, an AI cloud infrastructure provider, and Cipher Mining..."

9. 09 CIFR NASDAQ ACHETER -9,58%
   Entrée $18,69 23 avr 2026

   Actuel $16,90 09 sept 2026

   Résultat −$1,79

   vs. indice −17,2% SPY +7,6% sur la même période

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   Contexte de la transcription source

   …tion in companies that control large pools of computing power. Among the newer expanded positions are Bloom Energy, a fuel cell power company that's now the fund's single largest holding, Coreweave, an AI cloud infrastructure provider, and Cipher Mining, another large crypto mining firm. Now, obviously, this type of investing and this one is a lot different than the other ones that I showed you, and this one's definitely a bit more speculative and also obviously risky. So, I dug just a little bit deeper to figure out wher…

   Cipher Mining, another large crypto mining firm

   Aller

   Contexte extrait par IA "Among the newer expanded positions are Bloom Energy... Coreweave... and Cipher Mining, another large crypto mining firm."

10. 10 VST NYSE ACHETER -3,67%
    Entrée $156,85 23 avr 2026

    Actuel $151,10 09 sept 2026

    Résultat −$5,75

    vs. indice −11,3% SPY +7,6% sur la même période

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    Contexte de la transcription source

    …. Something that I really like to see is that Ashen Brener has invested almost all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital, companies that operate massive power- hungry computing facilities originally built for Bitcoin mining, b…

    power producers including Vistra and Constellation Energy

    Aller

    Contexte extrait par IA "...alongside power producers including Vistra and Constellation Energy."

11. 11 CORZ NASDAQ ACHETER -13,07%
    Entrée $20,81 23 avr 2026

    Actuel $18,09 09 sept 2026

    Résultat −$2,72

    vs. indice −20,7% SPY +7,6% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …t all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital, companies that operate massive power- hungry computing facilities originally built for Bitcoin mining, but increasingly being repurposed for AI workloads. Large mining operators are increasingly repositioning their highdensity facilities …

    positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital

    Aller

    Contexte extrait par IA "The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital..."

12. 12 IREN NASDAQ ACHETER -12,78%
    Entrée $52,02 23 avr 2026

    Actuel $45,37 09 sept 2026

    Résultat −$6,65

    vs. indice −20,4% SPY +7,6% sur la même période

    Citer cette recommandation · Voir la vidéo source * †

    Contexte de la transcription source

    …t all of his own net worth in the fund. The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF alongside power producers including Vistra and Constellation Energy. The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital, companies that operate massive power- hungry computing facilities originally built for Bitcoin mining, but increasingly being repurposed for AI workloads. Large mining operators are increasingly repositioning their highdensity facilities …

    positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital

    Aller

    Contexte extrait par IA "The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital..."