Billionaires Bill Ackman, Jeremy Grantham, and Cliff Asness Are Piling Into This AI Stock the Market Is Severely Undervaluing

3 hours ago 3

Adam Levy, The Motley Fool

Tue, June 30, 2026 astatine 10:35 AM CDT 4 min read

There's much than 1 mode to put successfully. In fact, strategical differentiation whitethorn beryllium indispensable to outperform the market. The astir palmy investors each person unsocial strategies and characteristics that abstracted their portfolios from the remainder of the pack.

Nonetheless, you tin inactive find immoderate commonalities among billionaire portfolio managers that pb them to marque akin investments astatine times. For example, Bill Ackman, Jeremy Grantham, and Cliff Asness each made important investments successful the aforesaid banal past quarter. And investors presently person an accidental to prime up shares astatine an adjacent amended terms than what the billionaire money managers whitethorn person paid earlier this year.

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Here's wherefore Microsoft (NASDAQ: MSFT) fits into each billionaire's portfolio and wherefore the banal inactive looks severely undervalued today.

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Ackman, Grantham, and Asness are each titans successful the concern absorption space. Ackman runs Pershing Square, Grantham is the G successful GMO, and Asness founded AQR Capital Management. They each disclosed important increases successful Microsoft successful their astir caller quarterly filings with the Securities and Exchange Commission (SEC).

Pershing Square Capital Management bought astir $2 cardinal worthy of the stock, making it 1 of the fund's biggest positions. Ackman besides disclosed purchasing the banal for his caller fund, Pershing Square USA.
GMO bought implicit 900,000 shares of Microsoft successful the archetypal quarter, making it the fund's apical holding.
AQR accrued its involvement successful Microsoft by 60%, pushing it to go its second-largest position.

Ackman, Grantham, and Asness are each focused connected semipermanent horizons successful their investing, and they typically wage adjacent attraction to valuation.

Ackman prefers to ore connected intrinsic value, buying stocks with durable competitory advantages erstwhile the marketplace offers a bully price. Ackman noted Microsoft's enactment successful unreality computing and endeavor bundle arsenic reasons for his purchase.

Grantham prefers companies with beardown recurring currency travel and tries to debar cyclicality. He's champion known for informing against bubbles and harnessing the powerfulness of mean reversion. While Microsoft is heavy tied to the much-hyped artificial quality (AI) trade, Grantham whitethorn inactive spot worth successful the institution acknowledgment to its beardown cash-flow generation.

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