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I Examined the Top Holdings of 17 Billionaire Money Managers, and These 3 Stocks Were the Common Denominators
The Motley Fool·
Analysis of Form 13F filings from 17 billionaire money managers reveals three common top-four holdings: Alphabet, Taiwan Semiconductor Manufacturing (TSMC), and Amazon. All three companies are positioned to benefit from artificial intelligence growth, with Alphabet's Google Cloud growing 82% YoY, TSMC controlling 72% of global chip contract manufacturing, and Amazon's AWS experiencing record backlog and pacing $169 billion in annual run-rate sales.
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