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Billionaire portfolios tilt toward AI as Meta emerges as a standout bet
Billionaire investors are adding AI exposure, with Meta gaining attention as a long-term winner alongside Microsoft, Nvidia, Amazon, and Alphabet, based on recent 13F filings.
A review of third quarter 2025 13F filings shows billionaire investors increasing exposure to artificial intelligence stocks, signaling sustained conviction in long term AI growth. Analysis highlights broad participation across leading funds, with drawing particular attention as a potential long cycle winner. Hedge fund manager Philippe Laffont of Coatue Management allocated 7.3% to Meta, alongside stakes in Microsoft and Amazon, while other prominent investors also held Alphabet and Nvidia.