AI infrastructure funds

The managers taking positions in AI compute — miners, neoclouds, power, and the chip complex. Each profile decomposes the fund's reported 13F book into long, put, and call lines, so a bet against a name reads as one. Drawn from SEC filings and updated every quarter.

Tracked funds · 8

Point72 Asset Management$78.1B Coatue Management$29.1B Situational Awareness LP$13.7B Whale Rock Capital$7.7B Altimeter Capital$5.7B Atreides Management$5.0B Duquesne Family Office$3.4B Valiant Capital Management, L.P.$1.7B

Value shown is the fund's reported 13F book as filed — not its total assets under management.

Want the underlying data — per-deal lease terms, available capacity, and debt-to-lease linkage — inside Claude, Codex, or Excel? See the Dimetrics MCP.

Built by an analyst who covered these names — for the desk that trades them

Wells Fargo SecuritiesInvestment Banking AnalystGalaxy DigitalVP of Mining · led mining researchSecond Gate AdvisoryCo-Founder · boutique BTC-mining advisory

Through Second Gate Advisory, advised Bitdeer, Compass Mining, and Sphere 3D. Speaker at The Bitcoin Conference, the MIT Bitcoin Expo, and the Nashville Bitcoin Mining & Energy Summit.