Quick Read – Ackman holds Amazon at 17% and Uber at 16% of Pershing Square, while Tepper added to both after blowout Q1 results. – Buffett more than doubled Berkshire’s Alphabet stake, drawn by a forward P/E of 26 despite 104% one-year gains and 63% Google Cloud growth. – All…
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When the Q1 2026 13F filings were released in mid-May (Q2 filing are released later in August), three names kept surfacing across the sharpest institutional portfolios: Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Uber (NYSE:UBER). Bill Ackman’s Pershing Square disclosed Amazon as roughly 17.4% of the portfolio and Uber at 15.7%. David Tepper’s Appaloosa added to both Amazon (~15.2%) and Uber (~7.7%), while slightly trimming Alphabet to roughly 8%.
Li Lu’s Himalaya Capital ran Alphabet at ~44.8% combined between GOOGL and GOOG, and Warren Buffett’s Berkshire Hathaway more than doubled its Alphabet stake to roughly 6% of the portfolio. Berkshire, worth noting, does not own Amazon. Amazon: The AI Cash Machine Ackman and Tepper Are Backing Amazon traded around $273.86 on Aug. 6, up nearly 21% year to date and tracking the thesis holding both Ackman and Tepper.