Wall Street Billionaires' Top 5 Stock Picks in Q1 2026: Amazon, TSMC Dominate Over NVIDIA

According to The Motley Fool's analysis of Q1 2026 13F filings from more than ten billionaire fund managers, the five most-held stocks among elite investors are Amazon, Taiwan Semiconductor Manufacturing Company (TSMC), Alphabet, Uber, and Visa. Amazon leads with six billionaire managers holding it as a core position, followed by TSMC with four managers, while Alphabet, Uber, and Visa each appear in two billionaires' portfolios.

These five companies share two common traits: entrenched industry moats and direct or indirect exposure to artificial intelligence trends. Amazon Web Services (AWS) and Google Cloud have integrated generative AI and large language models into their platforms, driving AWS revenue growth of 28% year-over-year and Google Cloud growth of 63% in Q1. TSMC benefits from sustained demand for advanced semiconductors and pricing power, while Uber leverages AI for passenger-driver matching, route optimization, and dynamic pricing.