Brad Gershoner's Altimeter Capital holds a substantial 20% position in Meta.
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Super Investors Are Buying AI Stocks
Joseph CarlsonMay 18, 2026
The creator discusses the investment strategies of "super investors," highlighting contrasting views on Microsoft. While some investors are selling, Bill Aman is buying. The creator also notes significant investment in Google despite its high stock price. A major focus is on Chris Hone's decision to sell 83% of his Microsoft holdings due to concerns about its moat being pressured by AI, particularly in its software and cloud divisions.
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Brad Gershoner's Altimeter Capital has a huge stake in Nvidia as part of its AI-focused portfolio.
Pat Dorsey made a significant buy into Uber, which the creator views as a very good buy at this point.
Terry Smith's Fundsmith sold its entire Nike position after buying it.
Berkshire Hathaway made a small buy into Macy's.
Berkshire Hathaway bought into Delta Air Lines.
Despite a 15% reduction, the creator is holding Intuit shares.
The creator is holding Intel shares despite Dev Cantasaria reducing his position, believing the company is likely fine.
The creator is happy to see additions to ASML, citing its strong moat, profitability, and technological lead.
Dev Cantasaria prefers Mastercard over Visa due to perceived diversification in value-added services.
Dev Cantasaria maintains a large, conviction-based FICO position despite market share concerns and Steve Eisman's short thesis.
Amazon is a cornerstone of Bill Ackman's portfolio and the creator agrees with his bullish stance.
Chris Hone bought into S&P Global, aligning with his focus on predictable companies with strong moats.
Chris Hone increased his Visa holdings, viewing it as a company with a strong network moat.
Chris Hone is buying back into Google, believing its fundamental business has improved and risks have reduced.
Big investors are piling into Google, but its stock price is already high, raising questions about who is right.
Chris Hone significantly reduced his Microsoft stake due to concerns about AI pressuring its software and cloud moats.