Alphabet, Taiwan Semiconductor Manufacturing, and Amazon each turned up as a top-four holding for five separate billionaire investors in the latest round of Form 13F filings. The disclosures, covering second-quarter trading, point to prominent billionaire money managers converging on the same three companies.
Alphabet, Taiwan Semiconductor Manufacturing, and Amazon each landed among the top four holdings for five separate billionaire investors, after thousands of financial institutions and asset managers filed their Form 13Fs on Aug. 14, disclosing second-quarter trading activity. An analysis of the top four holdings for 17 prominent billionaire money managers found the three stocks as the common denominators.
Alphabet draws five billionaire backers
Alphabet was a top-four holding for five billionaires, including Tiger Global's Chase Coleman, Appaloosa's David Tepper, Baupost Group's Seth Klarman, and Third Point's Dan Loeb. Berkshire Hathaway also holds it, after the now-retired Warren Buffett initiated the position.
The company holds a near-monopoly on global internet search and owns YouTube, the second-most-visited social site on the planet. Billionaires are drawn to its cloud unit in particular: Google Cloud sales grew 82% from the prior year in the second quarter after Alphabet folded generative AI and large language model tools into the platform.
Taiwan Semiconductor's grip on chip supply
Taiwan Semiconductor Manufacturing was a top-four position for five billionaires as of June 30, including Duquesne Family Office's Stanley Druckenmiller, Viking Global's Ole Andreas Halvorsen, Coatue Management's Philippe Laffont, Tepper, and Coleman. It is the largest single holding for both Laffont and Coleman.
The chipmaker controlled 72% of global chip contract manufacturing as of September 2025, giving it pricing power as GPU demand outpaces supply. Beyond advanced chips for AI data centers, it also manufactures central processing units along with chips for smartphones and automobiles.
Amazon's AWS backlog keeps climbing
Amazon was also a top-four position for five billionaires as of June 30, including Tepper, Coleman, Klarman, Loeb, and Pershing Square's Bill Ackman. It is the largest holding for both Tepper and Klarman.
AWS, the world's leading cloud infrastructure platform by total spend, is pacing nearly $169 billion in annual run-rate sales after Amazon integrated AI solutions into the service. Wall Street's consensus expects Amazon's annual cash flow per share to more than double between 2025 and 2028 as AWS grows into a larger share of net sales.
Source: Fool
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