AKA Studio

The AKA starting collection. Clear theses, transparent baskets, and ideas to make your own.

Trends

• ARK Invest Holdings: What ARK Invest actually owns, from its latest public 13F filing.
• Akre Capital Holdings: What Akre Capital actually owns, from its latest public 13F filing.
• Altimeter Capital Holdings: What Altimeter Capital actually owns, from its latest public 13F filing.
• Appaloosa Holdings: What Appaloosa actually owns, from its latest public 13F filing.
• Baupost Group Holdings: What Baupost Group actually owns, from its latest public 13F filing.
• Berkshire Hathaway Holdings: What Berkshire Hathaway actually owns, from its latest public 13F filing.
• Bridgewater Holdings: What Bridgewater actually owns, from its latest public 13F filing.
• Citadel Holdings: What Citadel actually owns, from its latest public 13F filing.
• Coatue Holdings: What Coatue actually owns, from its latest public 13F filing.
• Curry Inc.: The Athlete as Operator: Steph Curry
• Daily Journal Holdings: What Daily Journal actually owns, from its latest public 13F filing.
• Duquesne Family Office Holdings: What Duquesne Family Office actually owns, from its latest public 13F filing.
• Elliott Investment Management Holdings: What Elliott Investment Management actually owns, from its latest public 13F filing.
• Fundsmith Holdings: What Fundsmith actually owns, from its latest public 13F filing.
• Gates Foundation Trust Holdings: What Gates Foundation Trust actually owns, from its latest public 13F filing.
• Google's Machine: Gemini, TPUs and the Capex Wave: Google
• Greenlight Capital Holdings: What Greenlight Capital actually owns, from its latest public 13F filing.
• Himalaya Capital Holdings: What Himalaya Capital actually owns, from its latest public 13F filing.
• Icahn Holdings: What Icahn actually owns, from its latest public 13F filing.
• Lone Pine Capital Holdings: What Lone Pine Capital actually owns, from its latest public 13F filing.
• Markel Holdings: What Markel actually owns, from its latest public 13F filing.
• Oaktree Capital Holdings: What Oaktree Capital actually owns, from its latest public 13F filing.
• OpenAI: The Compute Bet: OpenAI
• Pershing Square Holdings: What Pershing Square actually owns, from its latest public 13F filing.
• Renaissance Technologies Holdings: What Renaissance Technologies actually owns, from its latest public 13F filing.
• Situational Awareness Holdings: What Situational Awareness actually owns, from its latest public 13F filing.
• Soros Fund Management Holdings: What Soros Fund Management actually owns, from its latest public 13F filing.
• The Altman Buildout: Sam Altman
• The Cramer Trust Tracker: Jim Cramer
• The Huang Doctrine: Accelerated Computing Everywhere: Jensen Huang
• The Musk Stack: Elon Musk
• The Warriors Empire: Live Sports as an Asset Class: Golden State Warriors
• Third Point Holdings: What Third Point actually owns, from its latest public 13F filing.
• Tiger Global Holdings: What Tiger Global actually owns, from its latest public 13F filing.
• Trian Holdings: What Trian actually owns, from its latest public 13F filing.
• Viking Global Holdings: What Viking Global actually owns, from its latest public 13F filing.
• AI needs more power: The bottleneck for AI will be electricity.
• More things made in America: Factory investment will lift US industrial suppliers.
• Nuclear gets another chance: Reliable nuclear power will become more valuable.
• Every company needs a shield: More digital activity means more security spending.
• The world needs more copper: Electrification will increase demand for copper.
• AI agents get to work: Enterprise work will increasingly flow through AI.
• Everyone becomes a creator: Independent creators will capture more attention.
• Water becomes a priority: Water scarcity will drive infrastructure investment.
• The car drives itself: Autonomous transport will change how cities move.
• Defense goes autonomous: Defense spending will favor autonomous systems.
• Keeping the world cool: Hotter buildings and denser computing need better cooling.
• The self-running warehouse: More commerce will require more warehouse automation.
• Cash keeps disappearing: Digital networks will handle more everyday payments.
• Small businesses bounce back: Smaller businesses will benefit from easier conditions.
• The cloud keeps growing: More computing will move to cloud infrastructure.
• Games become social worlds: Play will become a bigger part of social life.
• Solar finds its next chapter: Cheaper solar and equipment will expand adoption.
• Surgery gets smarter: Precision medical technology will reshape treatment.
• Shopping leaves the storefront: Digital commerce will take a larger share of spending.
• Do more with less energy: Energy efficiency will matter more to businesses.
• Data centers become real estate: AI will make digital infrastructure more valuable.
• Farms get smarter: Agriculture will use more automation and precision tools.

For learning only. Not investment advice.