For Immediate Release
Chicago, IL – August 18, 2026 – Today, Zacks Investment Ideas feature highlights Intel INTC, CoreWeave CRWV, Nebius NBIS, Snowflake SNOW, Google GOOGL, Meta Platforms META, NVDA NVDA, Cerebras CBRS, Micron MU, ASML Holding ASML, Seagate Technologies STX, Natera NTRA, Amazon AMZN and Astera Labs ALAB.
13F Season: Where Wall Street’s Smart Money Is Betting
13F is a quarterly report that institutional investors managing over $100 million must disclose with the SEC. 13Fs can provide valuable insight into America’s top investors. Below are the 5 most important 13Fs to watch:
NVIDIA is the largest company in the world by market cap ($5 trillion). Beyond its size, the company’s investments are worth watching because no other company on the planet has its finger on the pulse of the AI boom like NVIDIA and its iconic CEO Jensen Huang. At a 44% weighting, Intelremains its largest position. Earlier this year, NVIDIA made a $5 billion investment in Intel common stock in return for a manufacturing and data center collaboration. Meanwhile, SpaceXwas NVIDIA’s largest addition and comprises 30.94% of the portfolio. NVIDIA is also betting big on leading neocloud stocks like CoreWeaveand Nebius (NVIDIA has partnerships with both).
Brad Gerstner, Altimeter Capital
Brad Gerstner is one of America’s leading venture capitalists, tech entrepreneurs, and hedge fund managers. Gerstner is best-known for his early bets in Snowflake, Googleand Meta Platforms. His top two positions are NVDA (19.16%) and Cerebras (16.24%). Like many other leading tech managers, Gerstner’s top buys in the second quarter were SpaceX, Micronand CRBS. CRBS is currently building the right side of an IPO base structure.
Lone Pine Capital is on our list because of its tremendous outperformance. As of June, Lone Pine was up 43%. Lone Pine’s largest position and one it added to is Nebius Group. It is also bullish on other leading AI-related names like ASML Holdingand Seagate Technologies.
Stanley Druckenmiller is a legendary investor best-known for managing money for more than 30 years without a single losing year. Druckenmiller’s largest holding is Natera, a medical devices company. Some of Druckenmiller’s top buys include Magnificent 7 names such as Google and Amazon.
Gavin Baker is a tech specialist who is best-known for his early investment in NVIDIA and other tech compounders. Baker is betting big on AI with top positions in Micron, Cerebras, and Astera Labs.
