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Billionaire investors Bill Ackman, David Tepper, Li Lu, and Warren Buffett converged on Amazon, Alphabet, and Uber in Q1 2026, drawn by their high-ROE platform businesses with AI optionality
According to Q1 2026 13F filings, Bill Ackman's Pershing Square held Amazon at 17.4% and Uber at 15.7% of its portfolio. David Tepper's Appaloosa added to both Amazon (15.2%) and Uber (7.7%). Li Lu's Himalaya Capital ran Alphabet at 44.8%, and Warren Buffett's Berkshire Hathaway more than doubled its Alphabet stake to roughly 6% of its portfolio. The common thesis among these elite managers is that these companies are quality compounders with strong free cash flow and AI-linked optionality, bought at reasonable multiples.
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Source：Yahoo财经 · Source Link
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