Tiger Global keeps AI concentration elevated

The latest filing snapshot shows Berkshire increasing exposure in regulated energy and infrastructure-linked names while trimming lower-conviction consumer holdings.

Action

Increased position

Capital

$1.2B disclosed market value

Narrative

Grid bottlenecks become an investable constraint

Energy & Power1 evidence source

TGCLP

Guru ClusterTiger Global, Coatue, Lone PineNVDA

AI infrastructure cluster accelerates across growth funds

Multiple tracked managers increased semiconductor, networking, and data-center exposure in the same reporting period.

Action

Cluster accumulation

Capital

7 tracked increases

Narrative

AI capex moves from chips into the full power stack

AI Infrastructure2 evidence sources