Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 14.28% of the total portfolio. Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends During Q4 2025, billionaire investor Bill Ackman increased his exposure to the company. He held more than 9.61 million shares as of the quarter-end...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 14.28% of the total portfolio. Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends During Q4 2025, billionaire investor Bill Ackman increased his exposure to the company. He held more than 9.61 million shares as of the quarter-end after acquiring 3.78 million shares during the quarter. The position was valued at over $2.22 billion, making Amazon.com, Inc. (NASDAQ:AMZN) the third-largest holding in Pershing Square’s portfolio. Pershing Square initially established its position in April 2025 during tariff-driven market volatility. In its latest Letter to Shareholders, the firm highlighted Amazon Web Services (AWS) and the company’s global e-commerce platform as category-defining businesses supported by strong secular growth trends. AWS continues to benefit from enterprise cloud migration and increasing demand for AI infrastructure, according to Bill Ackman. Amid Ackman’s optimism surrounding the stock’s outlook, institutional sentiment around Amazon.com, Inc. (NASDAQ:AMZN) also strengthened during the quarter. The number of hedge funds holding positions in the stock climbed to 381 from 332, with their combined stake rising to approximately $88.7 billion, up from $73.35 billion, according to Insider Monkey's database. The overall optimism reflects the company’s ongoing efforts to lead the AI race. In contrast to the positive sentiment, recent insider activity raises uncertainty. In the last week of February alone, a significant number of insider trades took place, totaling $13 billion in sales, according to Yahoo Finance. The massive selling activity was seen ahead of Amazon.com, Inc. (NASDAQ:AMZN)’s strong fourth-quarter results and new $21 billion investment in Spain for data centers and AI. Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. I...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 14.28% of the total portfolio. Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends During Q4 2025, billionaire investor Bill Ackman increased his exposure to the company. He held more than 9.61 million shares as of the quarter-end...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 14.28% of the total portfolio. Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends During Q4 2025, billionaire investor Bill Ackman increased his exposure to the company. He held more than 9.61 million shares as of the quarter-end after acquiring 3.78 million shares during the quarter. The position was valued at over $2.22 billion, making Amazon.com, Inc. (NASDAQ:AMZN) the third-largest holding in Pershing Square’s portfolio. Pershing Square initially established its position in April 2025 during tariff-driven market volatility. In its latest Letter to Shareholders, the firm highlighted Amazon Web Services (AWS) and the company’s global e-commerce platform as category-defining businesses supported by strong secular growth trends. AWS continues to benefit from enterprise cloud migration and increasing demand for AI infrastructure, according to Bill Ackman. Amid Ackman’s optimism surrounding the stock’s outlook, institutional sentiment around Amazon.com, Inc. (NASDAQ:AMZN) also strengthened during the quarter. The number of hedge funds holding positions in the stock climbed to 381 from 332, with their combined stake rising to approximately $88.7 billion, up from $73.35 billion, according to Insider Monkey's database. The overall optimism reflects the company’s ongoing efforts to lead the AI race. In contrast to the positive sentiment, recent insider activity raises uncertainty. In the last week of February alone, a significant number of insider trades took place, totaling $13 billion in sales, according to Yahoo Finance. The massive selling activity was seen ahead of Amazon.com, Inc. (NASDAQ:AMZN)’s strong fourth-quarter results and new $21 billion investment in Spain for data centers and AI. Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. I...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 14.28% of the total portfolio. Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends During Q4 2025, billionaire investor Bill Ackman increased his exposure to the company. He held more than 9.61 million shares as of the quarter-end...
Amazon.com, Inc. (NASDAQ:AMZN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 14.28% of the total portfolio. Amazon.com, Inc. (AMZN) Among Bill Ackman's Top Picks Amid Strong Secular Growth Trends During Q4 2025, billionaire investor Bill Ackman increased his exposure to the company. He held more than 9.61 million shares as of the quarter-end after acquiring 3.78 million shares during the quarter. The position was valued at over $2.22 billion, making Amazon.com, Inc. (NASDAQ:AMZN) the third-largest holding in Pershing Square’s portfolio. Pershing Square initially established its position in April 2025 during tariff-driven market volatility. In its latest Letter to Shareholders, the firm highlighted Amazon Web Services (AWS) and the company’s global e-commerce platform as category-defining businesses supported by strong secular growth trends. AWS continues to benefit from enterprise cloud migration and increasing demand for AI infrastructure, according to Bill Ackman. Amid Ackman’s optimism surrounding the stock’s outlook, institutional sentiment around Amazon.com, Inc. (NASDAQ:AMZN) also strengthened during the quarter. The number of hedge funds holding positions in the stock climbed to 381 from 332, with their combined stake rising to approximately $88.7 billion, up from $73.35 billion, according to Insider Monkey's database. The overall optimism reflects the company’s ongoing efforts to lead the AI race. In contrast to the positive sentiment, recent insider activity raises uncertainty. In the last week of February alone, a significant number of insider trades took place, totaling $13 billion in sales, according to Yahoo Finance. The massive selling activity was seen ahead of Amazon.com, Inc. (NASDAQ:AMZN)’s strong fourth-quarter results and new $21 billion investment in Spain for data centers and AI. Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. I...
"Some may have concerns, others may not - but what we know is most of them have families back home, some of them have children back home, and even if offered the right to remain in Australia, if they feel unsafe, many of them may not accept that opportunity," he says.
"Some may have concerns, others may not - but what we know is most of them have families back home, some of them have children back home, and even if offered the right to remain in Australia, if they feel unsafe, many of them may not accept that opportunity," he says.
MicroStockHub/iStock via Getty Images The fund posted returns of 5.11% (Institutional shares) and 5.12% (Investor A shares, without sales charge) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the financials, consumer discretionary, and consumer staples sectors. The largest detractor was stock selection in the communication services, i...
MicroStockHub/iStock via Getty Images The fund posted returns of 5.11% (Institutional shares) and 5.12% (Investor A shares, without sales charge) for the fourth quarter of 2025. The largest contributors to relative performance were investment decisions in the financials, consumer discretionary, and consumer staples sectors. The largest detractor was stock selection in the communication services, information technology ( IT ), and industrials sectors. The largest exposures were in the financials, health care, and industrials sectors. During the quarter, the fund increased its allocations to the materials and industrials sectors, and reduced its exposures to the IT and health care sectors. Contributors Stock selection in the financials sector, particularly in the banks industry, was the largest contributor to relative performance. Investment decisions in the consumer discretionary sector, notably in the specialty retail industry, added value. Selection decisions in the consumer staples sector, especially in the consumer staples distribution & retail industry, also had a positive impact. Detractors The largest detractor was security selection in the communication services sector, particularly in the interactive media & services industry. Security selection in the IT sector, especially in the semiconductors & semiconductor equipment industry, weighed on relative performance. Stock selection in the industrials sector, notably in the machinery industry, also had a negative impact. Further insight After a standout year for U.S. equities in 2025, we enter 2026 constructive but more cautious. Exuberance driven by artificial intelligence ( AI ) and narrow leadership raises questions about durability, and we think investor enthusiasm may be overlooking attractive opportunities beyond AI. At the same time, we see upside risks to inflation from sticky services, tight labor markets, potential energy and commodity volatility, tariff and reshoring pressures, and large-scale AI-rela...
Alphabet Inc. (NASDAQ:GOOGL) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 13.83% of the total portfolio (including both Class A and C shares). Bill Ackman Bullish on Alphabet Inc. (GOOGL) Despite Massive Cut in Stake While keeping a sizable holding in Alphabet Inc. (NASDAQ:GOOGL), Bill Ackman's hedge fund reduced its exposure to the digital...
Alphabet Inc. (NASDAQ:GOOGL) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, representing 13.83% of the total portfolio (including both Class A and C shares). Bill Ackman Bullish on Alphabet Inc. (GOOGL) Despite Massive Cut in Stake While keeping a sizable holding in Alphabet Inc. (NASDAQ:GOOGL), Bill Ackman's hedge fund reduced its exposure to the digital giant. Ackman sold about 4.33 million shares of the company during the fourth quarter of 2025, leaving him with over 6.84 million shares (both classes of shares included) by the end of the quarter. The fund's ongoing faith in the company's long-term potential is evident from its remaining investment of over $2.15 billion. In his Letter to Shareholders from February 2026, Ackman cited Alphabet Inc. (NASDAQ:GOOGL)’s growing leadership in AI as a key growth driver. He emphasized how Google is deploying AI solutions worldwide by utilizing its scale in data, infrastructure, and distribution. He highlighted AI Overviews as a prime example, which currently reaches over two billion people in 200 countries, boosting search engagement and query growth, especially among younger groups. Alphabet Inc. (NASDAQ:GOOGL)'s AI innovation pipeline, which includes work from its research arm Google DeepMind, was highlighted by Ackman, who remains confident in the integration of Gemini models into the larger Google ecosystem. With a $70 billion sales run-rate and growing profitability, the company's cloud division is another key growth engine, according to the firm. Analyst sentiment remains strong as of March 5, 2026, mirroring the fund’s expectations. While no significant insider trading activity has been disclosed recently, Alphabet Inc. (NASDAQ:GOOGL) enjoys a bullish stance of nearly 90% of covering analysts, with a consensus price target of $385.00, suggesting a 30% upside. Alphabet Inc. (NASDAQ:GOOGL) operates as a technology holding company that runs Google Services, Google Cloud, and Ot...
Bahrain’s main energy company, which operates the island nation’s only oil refinery, declared force majeure on operations that have been impacted by the ongoing war in the Middle East. Bapco Energies said local market needs are being met, according to a statement. The company said last week the 90 year-old refinery was damaged in an attack. It recently boosted capacity at the plant to about 400,00...
Bahrain’s main energy company, which operates the island nation’s only oil refinery, declared force majeure on operations that have been impacted by the ongoing war in the Middle East. Bapco Energies said local market needs are being met, according to a statement. The company said last week the 90 year-old refinery was damaged in an attack. It recently boosted capacity at the plant to about 400,000 barrels a day and modernized units capable of producing more jet fuel and diesel. Read: Bahrain Says Refinery Catches Fire After Iran Missile Strike The announcement of force majeure, a contractual clause that allows a company to interrupt shipments, follows similar declarations by QatarEnergy for shipments from the world’s biggest liquefied natural gas plant and Kuwait for oil sales after it started output cuts at its fields and refineries. Persian Gulf producers Iraq and the United Arab Emirates have also been forced to cut output .
BING-JHEN HONG/iStock Editorial via Getty Images Billionaire investor Leo KoGuan said he doubled his stake in Nvidia ( NVDA ) to 2M shares, adding to his position in the chipmaker as global markets face heightened volatility linked to the conflict in the Middle East. “As promised, I bought additional 1 million shares of NVDA today,” KoGuan wrote early Saturday on X, days after disclosing his initi...
BING-JHEN HONG/iStock Editorial via Getty Images Billionaire investor Leo KoGuan said he doubled his stake in Nvidia ( NVDA ) to 2M shares, adding to his position in the chipmaker as global markets face heightened volatility linked to the conflict in the Middle East. “As promised, I bought additional 1 million shares of NVDA today,” KoGuan wrote early Saturday on X, days after disclosing his initial purchase . The investment marks a notable shift for KoGuan, whose wealth has long been heavily tied to shares of Tesla ( TSLA ). It comes as global markets have weakened since the U.S. and Israel launched military operations against Iran last month, sparking a broad selloff across assets from bonds to equities and raising concerns that markets could fall further if the conflict drags on. Shares of Nvidia ( NVDA ) are down about 5% this year through Friday’s close, while Tesla ( TSLA ) has fallen nearly 12% , compared with a decline of less than 2% for the S&P 500. KoGuan is estimated to have spent roughly $350M on his Nvidia ( NVDA ) holdings based on recent closing prices. Aside from announcing the purchase, he said only that he hoped the move could “contribute a little to calm the nervous market.” More on Nvidia, Tesla Nvidia: The Market Is Wrong AI Agents Ignite Nvidia's Next Growth Wave Nvidia: AI GPU Leadership Supports The Generational Lead Premium Notable analyst calls this week: MongoDB, Marvell and Southern Co among top picks US agency denies report of draft rules for AI chip export permits
BING-JHEN HONG/iStock Editorial via Getty Images Billionaire investor Leo KoGuan said he doubled his stake in Nvidia ( NVDA ) to 2M shares, adding to his position in the chipmaker as global markets face heightened volatility linked to the conflict in the Middle East. “As promised, I bought additional 1 million shares of NVDA today,” KoGuan wrote early Saturday on X, days after disclosing his initi...
BING-JHEN HONG/iStock Editorial via Getty Images Billionaire investor Leo KoGuan said he doubled his stake in Nvidia ( NVDA ) to 2M shares, adding to his position in the chipmaker as global markets face heightened volatility linked to the conflict in the Middle East. “As promised, I bought additional 1 million shares of NVDA today,” KoGuan wrote early Saturday on X, days after disclosing his initial purchase . The investment marks a notable shift for KoGuan, whose wealth has long been heavily tied to shares of Tesla ( TSLA ). It comes as global markets have weakened since the U.S. and Israel launched military operations against Iran last month, sparking a broad selloff across assets from bonds to equities and raising concerns that markets could fall further if the conflict drags on. Shares of Nvidia ( NVDA ) are down about 5% this year through Friday’s close, while Tesla ( TSLA ) has fallen nearly 12% , compared with a decline of less than 2% for the S&P 500. KoGuan is estimated to have spent roughly $350M on his Nvidia ( NVDA ) holdings based on recent closing prices. Aside from announcing the purchase, he said only that he hoped the move could “contribute a little to calm the nervous market.” More on Nvidia, Tesla Nvidia: The Market Is Wrong AI Agents Ignite Nvidia's Next Growth Wave Nvidia: AI GPU Leadership Supports The Generational Lead Premium Notable analyst calls this week: MongoDB, Marvell and Southern Co among top picks US agency denies report of draft rules for AI chip export permits
Meta Platforms, Inc. (NASDAQ:META) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, accounting for 11.37% of the total portfolio. Bill Ackman's Eyes Meta Platforms, Inc. (META) Amid Cheap Valuation One of the biggest additions to Pershing Square's portfolio at the end of the fourth quarter of 2025 was Meta Platforms, Inc. (NASDAQ:META), with Bill Ackman acq...
Meta Platforms, Inc. (NASDAQ:META) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, accounting for 11.37% of the total portfolio. Bill Ackman's Eyes Meta Platforms, Inc. (META) Amid Cheap Valuation One of the biggest additions to Pershing Square's portfolio at the end of the fourth quarter of 2025 was Meta Platforms, Inc. (NASDAQ:META), with Bill Ackman acquiring 2.67 million shares, valued at over $1.76 billion. After Meta Platforms, Inc. (NASDAQ:META) released its third-quarter 2025 results in October last year, Pershing Square took a position in the stock. The firm cited the 20% share price plunge following the release, where management laid out its plans to dramatically boost spending on AI projects in 2026. Since it initiated the position in November (exact date unknown), the stock has rallied as much as 14% in between but has since given up those gains and been flat as of March 5. That said, Ackman saw the pullback as a desirable opportunity to acquire a stake in the stock, which was trading at just 20x earnings per share. Citing apps like Facebook, Instagram, and WhatsApp, which make up Meta's "Family of Apps," Ackman stated that these apps together boast over 3.5 billion daily active users worldwide, driving the firm’s positive outlook on Meta. The investment firm believes breakthroughs in AI will improve content recommendations, increase engagement, and improve ad targeting. This would strengthen Meta Platforms, Inc. (NASDAQ:META)'s ecosystem, as the amount of time spent watching videos on Instagram has already grown by almost 30% year-over-year, Ackman stated in his Q4 2025 Letter to Shareholders from February 2026. At the same time, hedge fund sentiment regarding Meta Platforms, Inc. (NASDAQ:META) weakened during the fourth quarter amid ongoing concerns surrounding its massive AI-related spending. Collectively, the total hedge fund stake in the stock decreased to $44 billion from $61.30 billion, and the number of b...