Top Wall Street Investors Concentrate Bets on Amazon, Alphabet, and Uber
Several of the most prominent hedge fund managers have concentrated their portfolios into a few mega-cap stocks including Amazon (AMZN), Alphabet (GOOGL/GOOG), and Uber (UBER). This trend reflects confidence in AI infrastructure growth and platform dominance. Warren Buffett's Berkshire Hathaway notably increased its stake in Alphabet, while Bill Ackman and David Tepper significantly boosted positions in Amazon.
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Topics: 13F filings AI infrastructure hedge funds stock positions