Updated 17 min read

These 93 Funds have Exposure to Anthropic Shares (with detailed breakdown)

AnthropicAI StocksFund HoldingsPrivate MarketsClaude

The information provided on this site is for informational purposes only and does not constitute investment advice. Data and prices are obtained from third-party sources and may not be accurate or up to date.

On this site I mostly write about leveraged ETFs, but I wanted to take a detour into one of the hottest names in AI right now: Anthropic, the lab behind Claude (yes, the same Claude I use a lot in my own work). Anthropic is privately held, its shares do not trade on any public exchange, and most retail investors cannot buy them directly. That has not stopped a growing list of mutual funds, closed-end funds, and even a handful of ETFs from picking up Anthropic stock in private rounds, and those positions show up in regulated holdings filings.

Across the disclosures I have pulled so far, 93 fund vehicles report combined Anthropic exposure of roughly $6.67 billion. Most of those marks are from the Q1 2026 reporting period; a few funds have already filed into Q2. The list includes Capital Group, Fidelity, T. Rowe Price, BlackRock, Coatue, Alger, Destiny Tech100, ARK, JPMorgan, Franklin/ClearBridge, Nuveen, New York Life, KraneShares, and Magnitude.

Headline Takeaways

  • Capital Group is the largest sponsor by a wide margin, with 5 funds and $3.15B between them. Two of those are first-time disclosures: AMCAP Fund (AMCPX) at $469.9M and Capital World Growth & Income Fund (CWGIX) at $46.8M, both bought through the new Class H-1 preferred.
  • The single biggest position anywhere on the list is still Capital Group's Growth Fund of America (AGTHX), at $2.06B across 7.94M shares in the Q1 mark, split between Series F-1 and G-1 preferred.
  • No ETF holds more Anthropic than the iShares A.I. Innovation and Tech Active ETF (NYSE: BAI), which disclosed $59.0M, or 0.42% of AUM, for the first time in the April 2026 period. KraneShares AGIX is the more concentrated ETF bet at 2.76% of AUM, and the T. Rowe Price Technology ETF holds a token stake.
  • Alger turns up for the first time, with 8 funds and $65.2M between them. The tiny Alger Concentrated Equity Fund carries the heaviest weight of any new entrant at 2.21% of AUM, with Alger 35 Fund at 1.41%.
  • Destiny Tech100 Inc. (NYSE: DXYZ), a listed closed-end fund, is still the most concentrated Anthropic bet a retail investor can actually buy: 17.92% of NAV on a $134.1M position (Q1 mark).
  • Coatue Innovative Strategies Fund holds 9.94% of its AUM in Anthropic (Q1 mark), the heaviest weighting among institutional interval funds.
  • BlackRock is now up to 16 funds on the list. Four large-cap mutual funds joined in the May 2026 wave, alongside the tech closed-end funds (BST, BSTZ, BTX) that were already there.
  • Honorable mention: Magnitude Capital's Innovation Access Fund holds Anthropic at 25.82% of AUM, the highest concentration anywhere here. That number is mostly a function of size, though. It is a small, illiquid interval vehicle with under $50M in total assets.

By Fund Manager

Aggregating the 93 fund vehicles by sponsor reveals just how concentrated Anthropic exposure is among a handful of large asset managers.

Manager Funds Total Anthropic Position
Capital Group 5 $3,145.9M
Fidelity 45 $1,736.1M
T. Rowe Price 8 $489.2M
Coatue Management 1 $479.8M
BlackRock 16 $404.9M
Destiny Tech100 1 $134.1M
New York Life Investments 2 $84.9M
Alger 8 $65.2M
JPMorgan 1 $60.7M
Franklin Templeton 2 $37.9M
ARK Invest 1 $13.8M
Magnitude Capital 1 $12.5M
Nuveen 1 $4.7M
KraneShares 1 $4.7M
Total 93 $6,674.4M

Most Concentrated Anthropic Bets (% of Fund AUM)

If you want the highest relative exposure to Anthropic, these are the funds where it actually moves the needle.

Fund Type Position % of AUM Reporting Period
Innovation Access Fund Interval Fund $12.5M 25.82% Q1 2026
Destiny Tech100 Inc. (NYSE: DXYZ) CEF $134.1M 17.92% Q1 2026
Coatue Innovative Strategies Fund Interval Fund $479.8M 9.94% Q1 2026
BlackRock Technology & Private Equity Term Trust (NYSE: BTX) CEF $31.3M 3.49% Q1 2026
BlackRock Science & Technology Trust (NYSE: BST) CEF $40.4M 2.96% Q1 2026
KraneShares AI & Technology ETF (NASDAQ: AGIX) ETF $4.7M 2.76% Q1 2026
ARK Venture Fund (ARKVX) Interval Fund $13.8M 2.49% Q1 2026
BlackRock Science & Technology Term Trust (NYSE: BSTZ) CEF $40.4M 2.41% Q1 2026
Alger Concentrated Equity Fund Mutual Fund $0.20M 2.21% Apr 2026
BlackRock Private Investments Fund Interval Fund $8.3M 1.76% Q1 2026
Fidelity Select Technology Portfolio Mutual Fund $387.9M 1.42% Q1 2026
VIP Technology Portfolio Variable Insurance $46.2M 1.42% Q1 2026
Alger 35 Fund Mutual Fund $0.61M 1.41% Apr 2026
T. Rowe Price Global Technology Fund Mutual Fund $71.1M 1.26% Q1 2026

Full Holdings — All 93 Fund Vehicles

Sorted by Anthropic position size (USD). The final column is the reporting period each figure comes from.

# Fund Type Shares Position % AUM Reporting Period
1 Growth Fund of America
Capital Group · AGTHX
Mutual Fund 7,935,175 $2,055.9M 0.63% Q1 2026
2 Coatue Innovative Strategies Fund
Coatue Management
Interval Fund 1,851,470 $479.8M 9.94% Q1 2026
3 AMCAP Fund
Capital Group · AMCPX
Mutual Fund 797,780 $469.9M 0.48% May 2026
4 Fidelity Select Technology Portfolio
Fidelity · FSPTX
Mutual Fund 1,458,983 $387.9M 1.42% Q1 2026
5 Growth Fund
American Funds Insurance Series
Variable Insurance 1,483,229 $384.4M 0.78% Q1 2026
6 T. Rowe Price Capital Appreciation Fund
T. Rowe Price · PRWCX
Mutual Fund 1,226,347 $317.8M 0.48% Q1 2026
7 Fidelity Contrafund
Fidelity · FCNTX
Mutual Fund 807,200 $209.2M 0.13% Q1 2026
8 Fidelity Blue Chip Growth Fund
Fidelity · FBGRX
Mutual Fund 720,051 $192.3M 0.22% Q1 2026
9 New Economy Fund
Capital Group · ANEFX
Mutual Fund 728,871 $188.9M 0.42% Q1 2026
10 Destiny Tech100 Inc. (NYSE: DXYZ)
Destiny Tech100
CEF 386,088 $134.1M 17.92% Q1 2026
11 Fidelity Growth Company Fund
Fidelity · FDGRX
Mutual Fund 346,850 $93.3M 0.11% Q1 2026
12 BlackRock Strategic Income Opportunities Portfolio
BlackRock
Mutual Fund 302,752 $78.5M 0.17% Q1 2026
13 T. Rowe Price Science & Technology Fund
T. Rowe Price · PRSCX
Mutual Fund 295,953 $76.7M 0.71% Q1 2026
14 Fidelity Contrafund K6
Fidelity · FLCNX
Mutual Fund (K6) 290,100 $75.2M 0.22% Q1 2026
15 NYLI Winslow Large Cap Growth Fund
New York Life Investments
Mutual Fund 286,815 $74.3M 0.59% Q1 2026
16 T. Rowe Price Global Technology Fund
T. Rowe Price · PRGTX
Mutual Fund 274,498 $71.1M 1.26% Q1 2026
17 Fidelity Advisor Growth Opportunities Fund
Fidelity
Mutual Fund 260,594 $68.5M 0.24% Q1 2026
18 BlackRock Technology Opportunities Fund
BlackRock · BGSAX
Mutual Fund 253,604 $65.7M 1.00% Q1 2026
19 Fidelity Balanced Fund
Fidelity · FBALX
Mutual Fund 234,200 $60.7M 0.10% Q1 2026
20 JPMorgan Growth Advantage Fund
JPMorgan
Mutual Fund 234,096 $60.7M 0.30% Q1 2026
21 iShares A.I. Innovation and Tech Active ETF
BlackRock · NYSE: BAI
ETF 185,076 $59.0M 0.42% Apr 2026
22 Capital World Growth & Income Fund
Capital Group · CWGIX
Mutual Fund 79,513 $46.8M 0.03% May 2026
23 VIP Technology Portfolio
Fidelity Variable Insurance Products
Variable Insurance 173,635 $46.2M 1.42% Q1 2026
24 Fidelity Series Blue Chip Growth Fund
Fidelity
Institutional Series 169,950 $45.0M 0.30% Q1 2026
25 Alger Focus Equity Fund
Alger
Mutual Fund 170,443 $44.2M 0.72% Apr 2026
26 Fidelity Blue Chip Growth K6 Fund
Fidelity
Mutual Fund (K6) 163,322 $43.7M 0.24% Q1 2026
27 VIP Contrafund Portfolio
Fidelity Variable Insurance Products
Variable Insurance 159,800 $41.4M 0.16% Q1 2026
28 Fidelity OTC Portfolio
Fidelity · FOCPX
Mutual Fund 158,200 $41.0M 0.11% Q1 2026
29 BlackRock Science & Technology Term Trust (NYSE: BSTZ)
BlackRock
CEF 156,064 $40.4M 2.41% Q1 2026
30 BlackRock Science & Technology Trust (NYSE: BST)
BlackRock
CEF 156,064 $40.4M 2.96% Q1 2026
31 Fidelity Puritan Fund
Fidelity · FPURX
Mutual Fund 145,000 $37.6M 0.12% Q1 2026
32 Fidelity Growth Company K6 Fund
Fidelity
Mutual Fund (K6) 134,142 $36.2M 0.16% Q1 2026
33 Fidelity Advisor Equity Growth Fund
Fidelity
Mutual Fund 132,700 $34.4M 0.28% Q1 2026
34 VIP Growth Portfolio
Fidelity Variable Insurance Products
Variable Insurance 122,000 $31.6M 0.30% Q1 2026
35 BlackRock Technology & Private Equity Term Trust (NYSE: BTX)
BlackRock
CEF 120,595 $31.3M 3.49% Q1 2026
36 Fidelity U.S. Equity Central Fund
Fidelity (internal)
Institutional Series 116,300 $30.1M 0.15% Q1 2026
37 Fidelity Advisor New Insights Fund
Fidelity
Mutual Fund 108,300 $28.1M 0.12% Q1 2026
38 Fidelity Series Growth Company Fund
Fidelity
Institutional Series 95,431 $25.7M 0.12% Q1 2026
39 ClearBridge Select Fund
ClearBridge · Franklin Templeton
Mutual Fund 96,474 $25.0M 0.78% Apr 2026
40 Fidelity Series Opportunistic Insights Fund
Fidelity
Institutional Series 94,914 $24.6M 0.18% Q1 2026
41 BlackRock Global Allocation Fund
BlackRock · MDLOX
Mutual Fund 99,562 $24.2M 0.14% Q1 2026
42 Fidelity Series Large Cap Stock Fund
Fidelity
Institutional Series 76,085 $19.7M 0.08% Q1 2026
43 BlackRock Capital Appreciation Fund
BlackRock
Mutual Fund 33,266 $19.6M 0.48% May 2026
44 T. Rowe Price Global Stock Fund
T. Rowe Price · PRGSX
Mutual Fund 73,486 $19.0M 0.25% Q1 2026
45 Fidelity Select Software & IT Services Portfolio
Fidelity · FSCSX
Mutual Fund 69,400 $18.0M 0.27% Q1 2026
46 Fidelity Growth Discovery Fund
Fidelity · FDSVX
Mutual Fund 68,100 $17.6M 0.31% Q1 2026
47 Fidelity Capital Appreciation Fund
Fidelity · FDCAX
Mutual Fund 60,100 $15.6M 0.21% Q1 2026
48 Fidelity Growth Strategies Fund
Fidelity · FDEGX
Mutual Fund 24,000 $14.1M 0.32% May 2026
49 ARK Venture Fund (ARKVX)
ARK Invest
Interval Fund 89,078 $13.8M 2.49% Q1 2026
50 Franklin Growth Opportunities Fund
Franklin Templeton · FGRAX
Mutual Fund 49,656 $12.9M 0.29% Q1 2026
51 Innovation Access Fund
Magnitude Capital
Interval Fund 48,236 $12.5M 25.82% Q1 2026
52 BlackRock Total Return Fund
BlackRock · MAHQX
Mutual Fund 44,507 $11.5M 0.07% Q1 2026
53 Fidelity Trend Fund
Fidelity · FTRNX
Mutual Fund 42,000 $10.9M 0.26% Q1 2026
54 VIP Growth Opportunities Portfolio
Fidelity Variable Insurance Products
Variable Insurance 40,436 $10.6M 0.25% Q1 2026
55 NYLI VP Winslow Large Cap Growth Portfolio
New York Life Investments
Variable Insurance 40,884 $10.6M 0.63% Q1 2026
56 Alger Capital Appreciation Institutional Fund
Alger
Mutual Fund 36,700 $9.5M 0.29% Apr 2026
57 Fidelity Worldwide Fund
Fidelity · FWWFX
Mutual Fund 36,400 $9.4M 0.26% Q1 2026
58 BlackRock Advantage Large Cap Core Fund
BlackRock
Mutual Fund 15,919 $9.4M 0.24% May 2026
59 BlackRock Large Cap Focus Growth Fund
BlackRock
Mutual Fund 15,321 $9.0M 0.48% May 2026
60 Fidelity OTC K6 Portfolio
Fidelity
Mutual Fund (K6) 34,700 $9.0M 0.31% Q1 2026
61 VIP Balanced Portfolio
Fidelity Variable Insurance Products
Variable Insurance 32,000 $8.3M 0.10% Q1 2026
62 BlackRock Private Investments Fund
BlackRock
Interval Fund 29,225 $8.3M 1.76% Q1 2026
63 Alger Capital Appreciation Fund
Alger
Mutual Fund 29,991 $7.8M 0.29% Apr 2026
64 Fidelity Large Cap Stock Fund
Fidelity · FLCSX
Mutual Fund 28,300 $7.3M 0.08% Q1 2026
65 Fidelity Mega Cap Stock Fund
Fidelity
Mutual Fund 27,400 $7.1M 0.12% Q1 2026
66 VIP Stock Selector Portfolio
Fidelity Variable Insurance Products
Variable Insurance 27,200 $7.1M 0.16% Q1 2026
67 Fidelity Advisor Diversified Stock Fund
Fidelity
Mutual Fund 26,100 $6.8M 0.19% Q1 2026
68 Fidelity Advisor Capital Development Fund
Fidelity
Mutual Fund 18,300 $4.7M 0.08% Q1 2026
69 Nuveen Winslow Large-Cap Growth ESG Fund
Nuveen · NWCAX
Mutual Fund 18,281 $4.7M 0.58% Q1 2026
70 KraneShares AI & Technology ETF (NASDAQ: AGIX)
KraneShares
ETF 17,829 $4.7M 2.76% Q1 2026
71 BlackRock Advantage Large Cap Growth Fund
BlackRock
Mutual Fund 7,689 $4.5M 0.24% May 2026
72 Fidelity Advisor Series Equity Growth Fund
Fidelity
Mutual Fund 15,100 $3.9M 0.27% Q1 2026
73 Fidelity Growth Strategies K6 Fund
Fidelity
Mutual Fund (K6) 6,100 $3.6M 0.31% May 2026
74 Fidelity Puritan K6 Fund
Fidelity
Mutual Fund (K6) 10,100 $2.6M 0.12% Q1 2026
75 T. Rowe Price Spectrum Moderate Growth Allocation Fund
T. Rowe Price
Fund-of-Funds 4,182 $2.5M 0.06% May 2026
76 Fidelity Balanced K6 Fund
Fidelity
Mutual Fund (K6) 8,400 $2.2M 0.10% Q1 2026
77 Alger Spectra Fund
Alger
Mutual Fund 8,175 $2.1M 0.04% Apr 2026
78 BlackRock ESG Capital Allocation Term Trust (NYSE: ECAT)
BlackRock
CEF 7,843 $2.0M 0.14% Q1 2026
79 Fidelity Advisor Series Growth Opportunities Fund
Fidelity
Mutual Fund 7,390 $2.0M 0.20% Q1 2026
80 Fidelity Select Communication Services Portfolio
Fidelity · FBMPX
Mutual Fund 4,100 $1.1M 0.04% Q1 2026
81 T. Rowe Price Spectrum Moderate Allocation Fund
T. Rowe Price
Fund-of-Funds 1,622 $0.96M 0.04% May 2026
82 BlackRock Strategic Global Bond Fund
BlackRock
Mutual Fund 3,501 $0.91M 0.10% Q1 2026
83 Fidelity Equity Growth K6 Fund
Fidelity
Mutual Fund (K6) 3,200 $0.83M 0.25% Q1 2026
84 VIP Dynamic Capital Appreciation Portfolio
Fidelity Variable Insurance Products
Variable Insurance 2,500 $0.65M 0.23% Q1 2026
85 T. Rowe Price Spectrum Conservative Allocation Fund
T. Rowe Price
Fund-of-Funds 1,082 $0.64M 0.03% May 2026
86 Alger 35 Fund
Alger
Mutual Fund 2,370 $0.61M 1.41% Apr 2026
87 T. Rowe Price Technology ETF
T. Rowe Price
ETF 2,286 $0.59M 0.43% Q1 2026
88 Alger Dynamic Opportunities Fund
Alger
Mutual Fund 2,003 $0.52M 0.16% Apr 2026
89 Alger AI Enablers & Adopters Fund
Alger
Mutual Fund 1,013 $0.26M 1.14% Apr 2026
90 BlackRock Global Allocation Portfolio
BlackRock Series Fund
Variable Insurance 755 $0.20M 0.13% Q1 2026
91 Alger Concentrated Equity Fund
Alger
Mutual Fund 758 $0.20M 2.21% Apr 2026
92 VIP Communication Services Portfolio
Fidelity Variable Insurance Products
Variable Insurance 600 $0.16M 0.04% Q1 2026
93 Fidelity Large Cap Stock K6 Fund
Fidelity
Mutual Fund (K6) 400 $0.10M 0.07% Q1 2026

Notes & Methodology

  • Source data: company disclosures from two reporting waves. One covers report periods of April 30 and May 2026, filed in June and July. The other covers January 30 to March 31, 2026. Fiscal year ends vary by fund, so not every holder reports in the same window. The final column of each table shows which period a row came from.
  • Several funds hold more than one Anthropic share class (Series B, D, E, F, F-1, G, G-1, H, and H-1 preferred). The position values here add up every class a fund holds.
  • "% of AUM" is the position's reported fair value divided by the fund's total reported AUM for the same period.
  • Mutual fund tickers are usually the primary investor share class, typically Class A or Investor. Other share classes of the same fund hold the same Anthropic position pro rata.
  • "BlackRock Science & Technology Trust" (BST) and "BlackRock Science & Technology Term Trust" (BSTZ) keep reporting identical Anthropic share counts, 156,064 each, which most likely means the two trusts co-invested.
  • By the time you read this the holdings may have changed. Check the fund's own website for its latest disclosure.
  • This post is informational only and is not investment advice. Anthropic is still a private company, so any indirect exposure comes with opaque pricing and marks that only update when the fund files. You are also buying whatever else the fund's mandate holds.

Data current as of fund filings through the May 2026 reporting period

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Author

Nina Mane

Huge finance nerd. Master's in Computer Engineering specializing in Finance and Data, I love digging into financial data and building tools to help me analyze markets. I also have over 5 years of experience working with the SEC's EDGAR data, focusing on financial research and analysis. In my free time, I enjoy doing technical analysis on stocks and crypto, working out and being outdoors. I originally created this database for myself, but as more friends started asking for tips and recommendations, I realized it could help a much wider audience. That inspired me to create this website.