Recent disclosures reveal notable portfolio adjustments by prominent investors Warren Buffett, Bill Ackman, Li Lu, David Tepper, and Lee Ainslie as of the first quarter of 2025. Berkshire Hathaway, led by Buffett, has sold more stocks than it has purchased for ten consecutive quarters, with $4.7 billion in sales versus $3.2 billion in buys in Q1. Buffett continues to emphasize patience and strategic investing, highlighting three ways to increase shareholder value at Berkshire Hathaway. Bill Ackman's Pershing Square Capital Management, managing $11.9 billion across 11 U.S. stocks, has sold out of Canadian Pacific Railway and trimmed its Universal Music Group position by nearly 40%, while adding Amazon and Hertz. Li Lu's Himalaya Capital reduced holdings in Bank of America by 23%, Alphabet by 19%, and Apple by 65%. David Tepper's Appaloosa Management decreased stakes in Alibaba by 22%, Pinduoduo by 18%, JD.com by 23%, Microsoft by 47%, and sold out of AMD, while increasing Uber by 113%. Lee Ainslie's Maverick Capital added 34% to Nvidia, 18% to Taiwan Semiconductor Manufacturing, and made a substantial 2,423% addition to Micron Technology, alongside new positions in several other companies. Buffett praised his successor Greg Abel and reiterated the importance of emotional discipline in investing. These updates underscore ongoing portfolio realignments amid evolving market conditions and investor strategies.
Many famous investors including Warren Buffett, Bill Ackman and a bunch more recently updated their portfolios Here's what their largest looked like as of the end of Q1 2025 ⬇️ Warren Buffett https://t.co/V9V5KBceVW
#BillAckman Only Owns 11 Stocks Bill Ackman’s Pershing Square has never shied away from making big, focused bets—and its latest Form 13-F filing (submitted May 15 2025 for positions held on March 31 2025) shows just eleven U.S. stocks worth $11.9 billion. That razor-sharp
You don’t have to start a company or grow up wealthy to become a billionaire. Explore our list of 48 hired-hand billionaires: https://t.co/Q344spzTJZ (Photos: Patrick T. Fallon via Bloomberg; Justin Sullivan, Sebastian Christoph Gollnow via Getty Images) https://t.co/7UXlkdNNr8