Themes · smart money by sector bet
What does smart money hold, by theme?
HoldLens cross-references 8 hand-curated theme baskets — AI, Magnificent 7, Energy, Banks, China ADRs, Healthcare, Defensive, Cloud — against every tracked superinvestor. For each theme, you get the ranked members (biggest aggregate weight) and the managers with the heaviest exposure.
Dataroma groups by manager. HoldLens adds the theme layer — the question isn’t just “what does Buffett own,” but “which superinvestors are the AI bulls right now, and which names are they actually buying?”
AI & Accelerators23mgrs · 453%Magnificent 722mgrs · 434%Energy7mgrs · 111%Banks & Financials18mgrs · 393%China ADRs4mgrs · 87%Healthcare7mgrs · 30%Consumer Defensive2mgrs · 25%Cloud & SaaS15mgrs · 192%
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AI & Accelerators
23 managers · 452.8% total exposure
Chips, models, tooling. The pick-and-shovel build-out.
Top members · 10 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | META Meta Platforms | 102.5% | 15 |
| 2 | MSFT Microsoft | 96.6% | 12 |
| 3 | GOOGL Alphabet | 66.0% | 9 |
| 4 | NVDA NVIDIA | 58.9% | 8 |
| 5 | GOOG Alphabet Class C | 45.0% | 4 |
| 6 | MU Micron Technology | 32.0% | 2 |
| 7 | AMZN Amazon | 22.0% | 3 |
| 8 | TSM Taiwan Semi | 14.3% | 2 |
| 9 | ESTC Elastic NV | 8.7% | 1 |
| 10 | COHR Coherent | 6.8% | 1 |
Top 6 managers by theme exposure
#1David Tepperq9
39.4%Appaloosa Management
NVDA 10.2META 9.1GOOGL 7.8AMZN 6.4MSFT 5.9
#2Chase Colemanq8
39.4%Tiger Global Management
META 13.4MSFT 10.7GOOGL 8.2NVDA 7.1
#3Chris Hohnq9
35.9%TCI Fund Management
GOOGL 14.6MSFT 13.1META 8.2
#4Mohnish Pabraiq6
34.3%Pabrai Investment Funds
MU 24.6GOOG 9.7
#5Stanley Druckenmillerq9
32.5%Duquesne Family Office
NVDA 11.4MSFT 9.1COHR 6.8TSM 5.2
#6John Armitageq9
29.3%Egerton Capital
MSFT 8.9META 7.2GOOGL 6.8NVDA 6.4
Magnificent 7
22 managers · 434.2% total exposure
The seven names that drove the index for two years.
Top members · 8 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | META Meta Platforms | 102.5% | 15 |
| 2 | MSFT Microsoft | 96.6% | 12 |
| 3 | GOOGL Alphabet | 66.0% | 9 |
| 4 | NVDA NVIDIA | 58.9% | 8 |
| 5 | GOOG Alphabet Class C | 45.0% | 4 |
| 6 | AAPL Apple Inc. | 36.4% | 3 |
| 7 | AMZN Amazon | 22.0% | 3 |
| 8 | TSLA Tesla | 6.8% | 1 |
Top 6 managers by theme exposure
#1David Tepperq9
39.4%Appaloosa Management
NVDA 10.2META 9.1GOOGL 7.8AMZN 6.4MSFT 5.9
#2Chase Colemanq8
39.4%Tiger Global Management
META 13.4MSFT 10.7GOOGL 8.2NVDA 7.1
#3Chris Hohnq9
35.9%TCI Fund Management
GOOGL 14.6MSFT 13.1META 8.2
#4Tom Slaterq8
30.8%Baillie Gifford (Long Term Global Growth)
NVDA 9.4AMZN 8.7TSLA 6.8META 5.9
#5John Armitageq9
29.3%Egerton Capital
MSFT 8.9META 7.2GOOGL 6.8NVDA 6.4
#6Li Luq8
28.9%Himalaya Capital
GOOG 17.1META 11.8
Energy
7 managers · 110.9% total exposure
Oil, gas, pipelines. Cyclical cash cows.
Top members · 10 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | OXY Occidental Petroleum | 23.2% | 3 |
| 2 | VST Vistra Corp | 20.8% | 2 |
| 3 | TRMD Torm plc | 14.8% | 1 |
| 4 | CVI CVR Energy | 14.2% | 1 |
| 5 | SHEL Shell | 9.2% | 1 |
| 6 | PR Permian Resources | 7.6% | 1 |
| 7 | CVX Chevron | 6.4% | 1 |
| 8 | WMB Williams Companies | 6.3% | 1 |
| 9 | KMI Kinder Morgan | 4.8% | 1 |
| 10 | FE FirstEnergy | 3.6% | 1 |
Top 6 managers by theme exposure
#1Howard Marksq9
39.9%Oaktree Capital
TRMD 14.8VST 11.2PR 7.6WMB 6.3
#2Carl Icahnq8
22.6%Icahn Enterprises
CVI 14.2OXY 4.8FE 3.6
#3Prem Watsaq7
13.5%Fairfax Financial
OXY 13.5
#4Warren Buffettq10
11.3%Berkshire Hathaway
CVX 6.4OXY 4.9
#5Seth Klarmanq9
9.6%Baupost Group
VST 9.6
#6Michael Burryq7
9.2%Scion Asset Management
SHEL 9.2
Banks & Financials
18 managers · 393.3% total exposure
Deposits, loans, insurance, networks. The balance-sheet economy.
Top members · 17 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | V Visa | 91.5% | 10 |
| 2 | MCO Moody's Corp | 75.7% | 7 |
| 3 | MA Mastercard | 59.3% | 6 |
| 4 | BAC Bank of America | 42.9% | 3 |
| 5 | BRK.B Berkshire Hathaway | 24.0% | 2 |
| 6 | SCHW Charles Schwab | 22.5% | 2 |
| 7 | AXP American Express | 16.8% | 1 |
| 8 | BRO Brown & Brown | 10.9% | 1 |
| 9 | BN Brookfield Corp | 9.5% | 1 |
| 10 | FIS Fidelity National Info | 7.3% | 1 |
| 11 | FNF Fidelity National Financial | 7.1% | 1 |
| 12 | LNC Lincoln National | 6.1% | 1 |
Top 6 managers by theme exposure
#1Glenn Greenbergq7
59.6%Brave Warrior Advisors
SCHW 17.8MCO 14.2BRO 10.9V 9.4FIS 7.3
#2Dev Kantesariaq9
46.4%Valley Forge Capital
MCO 22.4V 12.8MA 11.2
#3Chuck Akreq9
45.4%Akre Capital Management
MA 17.8V 14.2MCO 13.4
#4Li Luq8
43.6%Himalaya Capital
BAC 27.4BRK.B 16.2
#5Warren Buffettq10
35.3%Berkshire Hathaway
AXP 16.8BAC 11.2MCO 4.4CB 2.9
#6François Rochonq9
26.5%Giverny Capital
MA 11.2V 9.8MCO 5.5
China ADRs
4 managers · 87.2% total exposure
Contrarian bets on the second-largest economy.
Healthcare
7 managers · 29.7% total exposure
Payers, providers, pharma. Recession-resistant.
Top members · 6 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | UNH UnitedHealth | 6.6% | 2 |
| 2 | CVS CVS Health | 5.9% | 1 |
| 3 | LLY Eli Lilly | 5.9% | 1 |
| 4 | VTRS Viatris | 5.4% | 1 |
| 5 | BHC Bausch Health | 4.1% | 1 |
| 6 | DVA DaVita | 1.8% | 1 |
Top 6 managers by theme exposure
Consumer Defensive
2 managers · 25.4% total exposure
Brands you buy in a recession. Moats and dividends.
Top members · 3 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | PM Philip Morris | 12.6% | 1 |
| 2 | KO Coca-Cola | 9.1% | 1 |
| 3 | KHC Kraft Heinz | 3.7% | 1 |
Top 6 managers by theme exposure
Cloud & SaaS
15 managers · 192.4% total exposure
Infrastructure and subscription compounders.
Top members · 4 held · ranked by summed weight
| # | Ticker | Sum wt | Owners |
|---|---|---|---|
| 1 | MSFT Microsoft | 96.6% | 12 |
| 2 | GOOGL Alphabet | 66.0% | 9 |
| 3 | AMZN Amazon | 22.0% | 3 |
| 4 | NOW ServiceNow | 7.8% | 1 |
Top 6 managers by theme exposure
#1Chris Hohnq9
27.7%TCI Fund Management
GOOGL 14.6MSFT 13.1
#2Polen Capitalq8
25.3%Polen Capital Management
MSFT 9.4GOOGL 8.1NOW 7.8
#3David Tepperq9
20.1%Appaloosa Management
GOOGL 7.8AMZN 6.4MSFT 5.9
#4Chase Colemanq8
18.9%Tiger Global Management
MSFT 10.7GOOGL 8.2
#5John Armitageq9
15.7%Egerton Capital
MSFT 8.9GOOGL 6.8
#6Stephen Mandelq9
14.7%Lone Pine Capital
MSFT 7.8AMZN 6.9
How themes are curated
Hand-curated ticker lists
- 1. Ticker lists. Each theme has a hand-curated list of symbols that most observers would agree belong to the theme. Not algorithmic — we choose to surface the obvious AI names, not every stock with an AI mention.
- 2. Membership. Tickers can belong to more than one theme (MSFT is in AI, Mag 7, and Cloud). We don’t double-count aggregate exposure across themes — each theme is read independently.
- 3. Ranking within theme. Members ranked by summed top-holding pct across all tracked managers, tiebroken by owner count and live ConvictionScore. Managers ranked by their own total exposure to the theme.
The theme list is opinionated. If a theme is missing — say, uranium or lithium — open a contact form and we’ll consider adding it.
Not investment advice. Theme membership reflects curated editorial choices, not a systematic classification. Methodology.