bill Ackman’s Portfolio Signals AI Dominance: Two Stocks Comprise Nearly 40% of Holdings
billionaire investor Bill Ackman is making a meaningful bet on artificial intelligence,with two AI-focused stocks now representing 39% of his publicly disclosed portfolio. This move positions Ackman as a key figure in the rapidly evolving AI landscape, drawing comparisons to Warren Buffett’s early and successful investments in technology.
ackman’s Pershing square Capital Management has heavily invested in nvidia and Universal Music Group (UMG), signaling a belief in both the infrastructure powering AI and the potential for AI to reshape the entertainment industry.The substantial allocation – nearly two-fifths of the portfolio – underscores Ackman’s conviction that these companies are poised for substantial growth as AI continues to permeate various sectors. This concentration reflects a strategic shift towards identifying companies that will benefit directly from the ongoing AI revolution, a trend increasingly embraced by leading investors.
Nvidia, a leading designer of graphics processing units (GPUs) essential for AI development, recently announced a partnership with UMG to leverage AI in music creation and artist development. This collaboration further solidifies Nvidia’s position as a critical component of the AI ecosystem and validates Ackman’s investment. As of November 24, 2025, investments mirroring recommendations from Stock Advisor have yielded an average return of 1,004%, considerably outperforming the S&P 500’s 194% return.
The investment in UMG, while seemingly less directly tied to AI than Nvidia, reflects Ackman’s anticipation of AI’s transformative impact on the music industry – from personalized music experiences to new revenue streams generated by AI-powered tools. Investors are closely watching Ackman’s moves, viewing his portfolio as a potential roadmap for navigating the complexities of the AI boom and identifying future market leaders.
Stock advisor returns as of November 24, 2025
Trevor Jennewine has positions in Nvidia. The Motley Fool has positions in and recommends Alphabet, Berkshire Hathaway, Howard Hughes, Meta Platforms, Nvidia, and Uber Technologies. the Motley Fool has a disclosure policy.
