Big Money is BUYING HEAVY Here (Actual Portfolios of the 1% in 2026)
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Entrada $44,05 23 abr 2026Atual $44,29 09 set 2026Resultado +$0,24vs. índice −7,1% SPY +7,6% no mesmo período
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…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.
Contexto extraído por IA "But lastly, here is Harvard, the university Harvard stock portfolio. Look at their largest holding. IBIT, which is the Bitcoin ETF."
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Entrada $77.983,00 23 abr 2026Atual $78.135,00 10 set 2026Resultado +$152,00vs. índice — BTC é o próprio índice de referência — não há excesso a medir
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…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
Contexto extraído por 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."
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Entrada $66,78 23 abr 2026Atual $106,24 09 set 2026Resultado +$39,46vs. índice +51,5% SPY +7,6% no mesmo período
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…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
Contexto extraído por IA "The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF..."
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Entrada $419,94 23 abr 2026Atual $364,38 09 set 2026Resultado −$55,56vs. índice −20,8% SPY +7,6% no mesmo período
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…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
Contexto extraído por IA "The fund held large positions in semiconductors such as Intel and Broadcom as well as the VANX semiconductor ETF..."
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Entrada $292,77 23 abr 2026Atual $293,90 09 set 2026Resultado +$1,13vs. índice −7,2% SPY +7,6% no mesmo período
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…. 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
Contexto extraído por IA "...alongside power producers including Vistra and Constellation Energy."
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Entrada $36,35 23 abr 2026Atual $27,14 09 set 2026Resultado −$9,21vs. índice −33,0% SPY +7,6% no mesmo período
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…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
Contexto extraído por IA "The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital..."
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Entrada $237,57 23 abr 2026Atual $269,28 09 set 2026Resultado +$31,71vs. índice +5,7% SPY +7,6% no mesmo período
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…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
Contexto extraído por 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..."
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Entrada $117,42 23 abr 2026Atual $94,94 09 set 2026Resultado −$22,48vs. índice −26,8% SPY +7,6% no mesmo período
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…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
Contexto extraído por IA "Among the newer expanded positions are Bloom Energy... Coreweave, an AI cloud infrastructure provider, and Cipher Mining..."
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Entrada $18,69 23 abr 2026Atual $16,90 09 set 2026Resultado −$1,79vs. índice −17,2% SPY +7,6% no mesmo período
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Contexto da transcrição original
…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
Contexto extraído por IA "Among the newer expanded positions are Bloom Energy... Coreweave... and Cipher Mining, another large crypto mining firm."
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Entrada $156,85 23 abr 2026Atual $151,10 09 set 2026Resultado −$5,75vs. índice −11,3% SPY +7,6% no mesmo período
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Contexto da transcrição original
…. 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
Contexto extraído por IA "...alongside power producers including Vistra and Constellation Energy."
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Entrada $20,81 23 abr 2026Atual $18,09 09 set 2026Resultado −$2,72vs. índice −20,7% SPY +7,6% no mesmo período
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Contexto da transcrição original
…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
Contexto extraído por IA "The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital..."
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Entrada $52,02 23 abr 2026Atual $45,37 09 set 2026Resultado −$6,65vs. índice −20,4% SPY +7,6% no mesmo período
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Contexto da transcrição original
…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
Contexto extraído por IA "The fund also has positions heavy in data infrastructure and crypto mining firms such as Core Scientific, Irene, and Applied Digital..."
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