Billionaires Philippe Laffont, Chase Coleman, Terry Smith, and Stephen Mandel All Share the Same No. 1 Holding — and It’s Not Nvidia

From Nasdaq: 2025-05-29 03:51:00

During earnings season, investors focus on the performance of influential public businesses. However, Form 13Fs filed with the SEC by institutional investors overseeing $100 million in assets are equally important. These filings reveal the buying and selling activities of Wall Street’s top asset managers, providing insights for all investors.

Four billionaire fund managers revealed a surprising convergence in their top holding: Meta Platforms. Each manager has a different investment style, making this alignment rare. Since its IPO, Meta’s stock has surged by 1,570%, with its social media platforms attracting billions of daily users and its ad-driven core positioned for long-term success.

Despite differing investment styles, Philippe Laffont, Chase Coleman, Terry Smith, and Stephen Mandel all found value in Meta Platforms. The company’s strong financial position, AI initiatives, and exposure to the metaverse make it an appealing long-term investment. With a mid-teens sales growth rate and attractive forward P/E ratio, Meta remains a compelling choice for investors.

The Motley Fool’s Stock Advisor team identified Meta Platforms as a top investment choice. While it’s not included in the top 10 stocks to buy now, historical recommendations like Netflix and Nvidia have produced significant returns for investors. Join Stock Advisor to access the latest top picks and benefit from market-crushing outperformance compared to the S&P 500.



Read more at Nasdaq: Billionaires Philippe Laffont, Chase Coleman, Terry Smith, and Stephen Mandel All Share the Same No. 1 Holding — and It’s Not Nvidia