Bill Ackerman 2025 portfolio: $6 billion bet on 3 AI stocks revealed

Bill Ackerman allocated 45% of his $13.7 billion Pershing Plaza portfolio to three AI-focused stocks: Uber (21%), Alphabet (15%) and Amazon (9%). Uber accounts for 76% of the shared mobility market in the United States, while Alphabet accounts for 89-93% of the global search market share. Amazon has a 30% market share of cloud infrastructure and is its latest investment target for artificial intelligence. Ackerman's $6 billion investment target is targeting artificial intelligence-powered transportation, cloud computing and digital advertising, and Amazon has performed 7 percentage points higher than the S&P 500 in the past year.