Bill Ackman Stock Portfolio: Top 10 Stock Picks

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1. Uber Technologies, Inc. (NYSE:UBER)

Bill Ackman’s Stake: $2,207,742,590

Number of Hedge Fund Holders: 145

With a significant presence in Bill Ackman’s stock portfolio, Uber Technologies, Inc. (NYSE:UBER) secures a spot on our list of the Bill Ackman Stock Portfolio: Top 10 Stock Picks.

On August 4, 2025, BofA Securities kept a ‘Buy’ rating on Uber Technologies, Inc. (NYSE:UBER) with a $115 price target. This comes ahead of the company’s Q2 earnings, scheduled for release on August 6. BofA raised its estimates amid strong spending data and improving industry trends. The analyst increased its bookings, revenue, and EBITDA forecasts to $47.10 billion, $12.56 billion, and $2.12 billion, respectively, all above consensus estimates.

This follows strong momentum for Uber Technologies, Inc. (NYSE:UBER), as it has gained 47% YTD. A strong financial performance, along with strategic partnerships with Waymo and Lucid, has remained a key growth driver. Wall Street expects UBER to report earnings of $0.63 per share and a 16.5% revenue jump to $12.5 billion. Uber Technologies, Inc. (NYSE:UBER) boasts a strong historical track record of beating estimates.

Operating across the U.S., Canada, Latin America, Europe, the Middle East, Africa, and the Asia-Pacific, Uber Technologies, Inc. (NYSE:UBER) develops proprietary technology applications within Mobility, Delivery, and Freight segments. Bill Ackman has bought 30.3 million shares of Uber Technologies, Inc. (NYSE:UBER) as of Q1 2025.

While we acknowledge the potential of UBER to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UBER and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now and 9 Cheap Solid State Battery Stocks to Invest in Now.

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