Friday, 15 August, 2025
Hedge Funds Double Down on Big Tech Amid AI Boom
In Q2 2025, major U.S. hedge funds—including Bridgewater, Tiger Global, Discovery Capital, and Coatue—significantly increased their exposure to Big Tech and AI-driven stocks as enthusiasm for artificial intelligence surged. Bridgewater more than doubled its Nvidia holdings to $1.14 billion and increased stakes in Alphabet, Microsoft, Broadcom, and Palo Alto Networks. Coatue added positions in Arm and Oracle, while Discovery and Tiger Global also expanded bets across key AI-related firms.
Read full story at Economic Times