While everyone’s still drooling over Nvidia, a very different tech titan just pulled off what can only be described as a quiet coup among billionaire investors.
Forget the headlines. If you want to know where smart money is actually going, don’t follow the noise—follow the 13Fs.
Every quarter, billionaires managing over $100 million have to show their cards to the SEC. And this quarter, something truly unusual happened: four of the world’s most elite hedge fund managers independently crowned Meta Platforms (NASDAQ: META) as their top holding. Not a top 10 stock. Their number one holding.
Let that sink in.
Meta Over Nvidia? Yes. And Here’s Who Bet Big.
In Q1 2025, these heavyweights all went all-in on Meta:
-
Philippe Laffont (Coatue): Tech-focused, growth-obsessed, AI bull. His top position? Meta.
-
Chase Coleman (Tiger Global): Early-stage visionary turned megacap collector. Top position? Meta.
-
Terry Smith (Fundsmith): A value investor with Buffett-like discipline. Top position? Meta.
-
Stephen Mandel (Lone Pine): The master of fundamentals meets momentum. Top position? Meta.
When this group all aligns on a single stock—especially one that’s not the current market darling—you don’t ignore it. You ask: what are they seeing that others are missing?
Meta Isn’t Just Surviving—It’s Dominating
For those still stuck in the Facebook-is-dead narrative, here’s a reality check: Meta touches over 3.4 billion people every single day. That’s nearly half the planet.
Its ad machine isn’t slowing down—it’s ramping up. As the global economy rebounds—with inflation easing, consumer spending rising, and corporate ad budgets bouncing back—Meta is one of the biggest beneficiaries. It’s basically a tollbooth on the digital economy.
And now, it’s not just advertising. Meta is diving headfirst into generative AI, integrating personalized AI experiences directly into its platforms. It’s also quietly building infrastructure for the metaverse—yes, that thing critics love to mock but billionaires are still betting on.
Why? Because when you have a cash pile north of $70 billion and pull in $24 billion in operating cash flow in one quarter, you get to play the long game. Meta can afford to take swings others can’t even imagine.
Meanwhile… Is Nvidia the Next Tesla?
Here’s the controversial take: Nvidia may be peaking. After an epic run, valuations are sky-high, competition is heating up, and everyone already owns it. Buying Nvidia now is like showing up to Coachella after the headliner’s already left the stage.
Meta, on the other hand, is still trading at just 22x forward earnings—a staggeringly low multiple for a company growing double digits and reshaping the digital world in real time.
It’s the ultimate contrarian tech play: Still wildly profitable. Still undervalued. And now, billionaire-endorsed.
Final Thought: What Do They Know That You Don’t?
When four of the savviest investors in the world independently choose Meta over Nvidia, it’s not a coincidence—it’s a signal.
You can keep chasing the hype. Or you can listen to the billionaires quietly positioning themselves for the next wave.
Your move.
Sponsored by $EDXC – Endexx Corporation https://endexx.com/
