Stock Picks That Billionaires Love
Billionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.
You can't get rich simply by copying billionaires' moves, but there's still something irresistible about following their top stock picks.
The billionaires we're about to talk about have larger-than-life reputations when it comes to investing other rich people's money. Meanwhile, their resources for research, as well as their intimate connections to insiders and others, can give them unique insight into their stock picks.
Studying which stocks they're chasing with their capital can be an edifying exercise for retail investors. There's a reason the rich get richer, for one thing. But it's also helpful to see where billionaires sometimes make mistakes — at least in the short term.
No matter how successful they've been in the past, all investors are fallible. Those who've amassed multibillion-dollar personal fortunes have merely made more money being right than they've lost when getting it wrong.
Need proof? As Chairman and CEO Warren Buffett wrote in Berkshire Hathaway's 2022 annual report (PDF): "In 58 years of Berkshire management, most of my capital-allocation decisions have been no better than so-so. Our satisfactory results have been the product of about a dozen truly good decisions."
Berkshire's "satisfactory results" happen to be a stock that has generated compound annual growth of almost 20% since 1965. The S&P 500 delivered compound annual growth of not quite 10% over the same span.
Without further ado, here are five notable top stock picks from the billionaire class.
In each case, the billionaire below initiated a substantial position or added to an existing one in the first quarter of 2026.
Stake values and portfolio weights are as of March 31, 2026. Data courtesy of S&P Global Market Intelligence, YCharts, WhaleWisdom, Forbes and regulatory filings made with the Securities and Exchange Commission, unless otherwise noted.
Meta Platforms
- Billionaire investor: Steve Cohen (Point72)
- Stake value: $519.6 million
- Percent of portfolio: 0.7%
Steve Cohen is probably best known for using his estimated net worth of $23 billion to buy the New York Mets. But he's also known for buying stocks when they're on sale.
Perhaps that's why his family office — Point72 Asset Management based in Stamford, Connecticut — increased its stake in Meta Platforms (META) by nearly 1,300% in Q1. Shares in the Magnificent 7 stock lost as much as 20% for the year to date at one point in March.
Point72, with $274.1 billion in assets under management (AUM), added 842,064 shares to a position it's held since 2020. With 908,254 million shares worth almost $520 million as of the end of Q1, META stock rose to become the fund's 14th largest position. Previously, it was the fund's 137th biggest holding.
Point72 also increased its stakes in Advanced Micro Devices (AMD) and Applied Materials (AMAT), among other tech stocks.
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Sea Limited
- Billionaire investor: Daniel Sundheim (D1 Capital Partners)
- Stake value: $335.6 million
- Percent of portfolio: 3.0%
Daniel Sundheim's D1 Capital Partners made a name for itself during its seven years of existence. The New York hedge fund began trading with "only" $5 billion in capital. Today, D1 boasts more than $40 billion in AUM.
Along the way, Sundheim built an estimated net worth of $2.6 billion, according to Forbes. In a nod to his precocious success, some wags called Sundheim the LeBron James of investing.
Sundheim clients certainly hope he brings his scoring touch to D1's position in Sea Limited (SE). The hedge fund once again lifted its stake — this time by more than 16% — in the Singapore-based online gaming, shopping and financial services company in Q1. Sundheim initiated the stake in the third quarter of 2025 and immediately doubled it in Q4.
With 4 million shares worth nearly $336 million as of March 31, SE is the hedge fund's 13th-largest holding. It should be noted the SE stock was off nearly 40% during the first three months of the year. If nothing else, Sunheim has conviction about this bet.
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ASML Holding
- Billionaire investor: Stephen Mandel (Lone Pine Capital)
- Stake value: $865.3 million
- Percent of portfolio: 6.8%
It should come as no surprise that yet another billionaire investor added to yet another big bet on the buildout of artificial intelligence (AI).
ASML Holding (ASML) holds a global monopoly on the lithography systems used to fabricate the world's most advanced microchips. Stephen Mandel picked up another 50,000 shares, or a 8.3% increase, in the tech titan in the first quarter — a stake he initiated at the end of 2022.
Mandel amassed an estimated net worth of $5 billion by knowing how to spot momentum, so count this as encouraging news for ASML bulls. Shares gained as much as 40% for the year to date at one point during Q1.
Mandel's Lone Pine Capital hedge fund ($21.3 billion AUM) now owns a stake in ASML worth more than $865 million as of March 31. At 6.8% of the portfolio, ASML is the fund's second-largest holding, up from 6th place three months ago.
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Taiwan Semiconductor Manufacturing
- Billionaire investor: Philippe Laffont (Coatue Management)
- Stake value: $3.1 billion
- Percent of portfolio: 10.8%
Philippe Laffont built an estimated net worth of $7.9 billion partly by knowing how to stick with winners. Such skills were on display when Laffont's Coatue Management hedge fund (AUM $92.7 billion) increased its stake in Taiwan Semiconductor Manufacturing (TSM) by nearly 8% during the first quarter of 2026.
Coatue, which has owned TSM since the first quarter of 2023, bought another 654,023 shares in the foundry that produces 90% of world's most advanced microchips. The fund now holds 9.3 million shares worth $3.1 billion as of March 31, according to regulatory filings. With a portfolio weight of nearly 11%, TSM is the New York hedge fund's largest position.
Shares in TSM added as much as 27% for the year to date at one point during Q1, and have gained nearly 40% so far in 2026. Like other tech hardware names, the firm is benefiting from the massive buildout of AI datacenters. Analysts, who rate the stock at Strong Buy, forecast operating earnings to increase nearly 50% this year — and another 22% next year.
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Amazon.com
- Billionaire investor: David Tepper (Appaloosa)
- Stake value: $899.7 million
- Percent of portfolio: 15.2%
Amazon.com (AMZN) swooned by double-digits at one point during the first quarter and David Tepper was there for it.
The owner of the NFL's Carolina Panthers accumulated an estimated net worth of $23.7 billion in part by knowing when to strike. His Appaloosa hedge fund (AUM $20.4 billion) nearly doubled its stake in AMZN during the first three months of the year.
Appaloosa, which has owned AMZN since early 2019, now holds 4.3 million shares worth nearly $900 million as of the end of Q1. With a weight of 15.2%, AMZN is Tepper's largest holding, up from No. 3 in the previous quarter.
The hedge fund also added to positions in Micron Technologies (MU) and Taiwan Semiconductor Manufacturing.
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