Second-quarter 13F filings for positions held as of June 30 show a broader rotation across major technology names than the earlier focus on NVIDIA alone. SpaceX emerged as one of the quarter's most sought-after holdings, with all nine reporting institutions either adding to positions or initiating new ones and none cutting exposure. The largest disclosed holders included the Saudi sovereign wealth fund, D1 Capital and NVIDIA, while Altimeter Capital, Viking Global, Tiger Global and Appaloosa were among prominent hedge funds disclosing SpaceX stakes for the first time after its listing. Alphabet also drew concentrated buying, with 11 institutions adding shares and six reducing them. Berkshire Hathaway significantly increased its Google stake, and Third Point, Duquesne and Altimeter also added, while Pershing Square, Viking Global and Tiger Global were among funds that trimmed or exited. Amazon produced the most divided positioning, with 18 funds changing exposure and buyers and sellers split evenly at nine each. Viking Global and Appaloosa increased holdings, while Pershing Square, D1 Capital and Tiger Global reduced theirs. Filings also signaled heavier profit-taking in NVIDIA and Broadcom. Several funds cut NVIDIA, including full exits by D1 Capital, Discovery Capital and Third Point, while Broadcom also saw multiple exits and only limited buying. At the same time, capital appeared to move deeper into the AI supply chain, with Seagate Technology, CoreWeave and some compute infrastructure companies attracting attention. Other large technology and internet names including Uber, Visa, Netflix and Microsoft also saw mixed repositioning. Pershing Square initiated positions in Netflix, Visa and Mastercard, while Tiger Global made broad changes to its growth-stock allocation. Taken together, the filings suggest some value-oriented and macro funds increased technology exposure while some growth-focused investors used the market rally to realize gains, and that the AI investment theme is broadening from chipmakers into storage, computing capacity and infrastructure.