It’s that time of year again: Billionaire investors have offered us a peek into their latest investing moves through 13F filings. These are required quarterly by the Securities and Exchange Commission (SEC) from managers of more than $100 million in U.S. securities, and they detail the latest buys and sells of these major investors.
Why are 13Fs useful for us? They offer us an idea of what these billionaires are doing in the current market environment — and since these investors clearly have proven their abilities over the years, we might look to them for investing inspiration.
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This doesn’t mean we should follow their every move. Some may not be right for our investing strategies or our comfort with risk. But becoming familiar with the moves and strategies of billionaires might offer us some ideas to adapt to our own portfolios.
In the latest filing period, reported this month, billionaire Chase Coleman of Tiger Global Management added to his shares of two artificial intelligence (AI) giants that each completed stock splits last year — and they’ve gone on to gain in the double digits since. Let’s take a closer look at Coleman’s first-quarter moves and decide whether these stocks are buys today.
Image source: Getty Images.
From “Tiger Cub” to Tiger Global
Coleman got his start working as a research analyst for famed investor Julian Robertson at Tiger Management, and eventually became a partner. Known as one of Robertson’s “Tiger Cubs,” he then went on to launch Tiger Global, a firm that today manages more than $50 billion — and focuses heavily on innovation. For example, his top holdings as of the end of the first quarter were Meta Platforms, with a 16% weighting, and Microsoft, weighted 8% in the portfolio.
Now, let’s consider Coleman’s recent purchases of two AI stocks that completed stock splits last year. I’m talking about AI chip giant Nvidia (NASDAQ: NVDA) and networking powerhouse Broadcom (NASDAQ: AVGO). Nvidia completed its stock split last June and has advanced 11% since that time, and Broadcom split its stock in July and has soared 34% since then.
The companies decided on splits after gains pushed their share prices beyond $1,000 — a stock split would bring these prices down, making the stocks more accessible for employees and other potential shareholders. A stock split doesn’t change anything fundamental about a company, but it lowers the per-share price by issuing more shares to current holders. These operations also may signal a company is confident about its prospects, with the idea that the stock has what it takes to soar once again.
Coleman’s first-quarter moves
In the first quarter of this year, Coleman did the following:
- He increased his Nvidia holding by 13% and now holds 10,967,550 shares. Nvidia is his seventh-largest position out of a total of 45 holdings.
- He increased his Broadcom position by 23% and now owns 2,271,500 shares. Broadcom is his 22nd-biggest holding.
Coleman surely got in on these players for a good price, since both companies saw their valuations in relation to forward earnings estimates decline in the first quarter.
NVDA PE Ratio (Forward) data by YCharts
This decline happened as investors worried about the impact of President Donald Trump’s import tariffs on the economy and corporate earnings. And Nvidia and Broadcom weren’t the only ones to suffer. Growth stocks in general, due to their sensitivity to the economic environment, have led indexes lower in recent weeks.
Increasing, but reasonable, valuations
Nvidia and Broadcom have seen their valuations increase in recent weeks, to 31x forward earnings estimates and 34x, respectively, amid optimism that Trump’s tariff deals with countries won’t weigh on growth as much as expected. But they still remain at reasonable levels, considering these companies’ positions in the AI market and prospects for success there in the years to come.
Nvidia has reported booming revenue growth, reaching record levels quarter after quarter. And Broadcom, also seeing tremendous growth, said AI revenue surged 77% in the recent quarter.
So, should you follow Coleman into these AI stocks that, following their stock splits, continued to climb? The answer is simple: If you’re looking for potential long-term AI winners — yes, Nvidia and Broadcom still make fantastic buys today.
As mentioned, their prices are reasonable. Importantly, both have reported strong AI growth in recent quarters, and the general outlook for the AI market in the years to come suggests there is plenty of room for such well-established players to excel well into the future.
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Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.