Billionaires Bill Ackman, Izzy Englander, and David Tepper Own These 2 Quantum Computing Stocks. Should You?

Billionaire investors Bill Ackman, Israel Englander, and David Tepper hold significant positions in Alphabet and Amazon, companies actively investing in quantum computing. However, their investment rationale for these tech giants is primarily driven by their dominant positions and robust growth prospects in cloud services, AI, e-commerce, and search, rather than solely their quantum computing ventures. While both Alphabet and Amazon are making strides in quantum technology, their diversified core businesses and established market leadership are the key attractions for these institutional investors.

Analysis

Billionaire investors Bill Ackman, Israel Englander, and David Tepper hold significant positions in Alphabet (GOOG, GOOGL) and Amazon (AMZN), signaling strong institutional conviction. Their investment rationale primarily centers on the companies' robust core businesses and diversified growth, rather than solely their quantum computing ventures. Ackman's Pershing Square notably increased its Amazon stake in Q2 2025, with both tech giants also featuring prominently in Tepper's top holdings.

Alphabet's Google Quantum AI recently achieved "verifiable quantum advantage" with its Willow chip, while Amazon Web Services (AWS) unveiled its Ocelot prototype, aiming to cut quantum error correction costs by up to 90%. These advancements highlight their commitment to emerging technologies. However, their established leadership in cloud services (AWS as top provider, Google Cloud as fastest-growing major unit) and artificial intelligence remains a more immediate and substantial driver.

The strong bullish sentiment (0.8 sentiment score) for both companies is supported by their sustained growth prospects. Google Search continues robust advertising revenue growth, and Amazon maintains significant e-commerce expansion. Diversification into new markets, such as Alphabet's Waymo in robotaxis and Amazon's Project Kuiper for satellite internet, further enhances their long-term potential.

Key Decisions for Investors

• Consider Alphabet (GOOG, GOOGL) and Amazon (AMZN) for long-term growth portfolios, given their dominant positions in cloud services, AI, and core markets, which are the primary drivers for institutional investors.
• Monitor the continued robust performance of their cloud segments and core advertising/e-commerce revenues, as these are critical indicators of sustained growth and profitability.
• Evaluate the strategic value and progress of their diversified ventures, such as Alphabet's Waymo and Amazon's Project Kuiper, as these could provide additional long-term upside beyond established businesses.