Michael Bloomberg (family)

The Michael Bloomberg family office's 13F filing reveals a remarkably concentrated approach to institutional investing, with just eight positions comprising a massive $1.4 trillion in assets under management. The portfolio demonstrates an overwhelming commitment to Palantir Technologies, which accounts for approximately 66% of holdings at $912.1 trillion, representing an extraordinarily concentrated bet on the data analytics and government contracting specialist. This allocation dwarfs even the significant NVIDIA positions, which appear twice in the top holdings with stakes of $186.6 trillion and $97.5 trillion respectively, suggesting the filing may contain reporting inconsistencies or represent different share classes.

Beyond the technology-heavy concentration, the portfolio maintains meaningful exposure to traditional sectors through positions in pharmaceutical giant Pfizer ($152.9 trillion) and energy services company Halliburton ($61.5 trillion). Chinese technology investments also feature prominently, with substantial stakes in Alibaba ($26.4 trillion), PDD Holdings ($23.7 trillion), and JD.com ($16.4 trillion), indicating a strategic allocation to growth markets despite ongoing geopolitical tensions. The inclusion of healthcare services provider Molina Healthcare and athletic apparel company Lululemon rounds out the diverse sector representation.

The portfolio's static nature this quarter, with zero new positions initiated and no exits, suggests a long-term strategic approach rather than active trading. This buy-and-hold methodology aligns with institutional best practices for managing such substantial capital allocations, though the extreme concentration in Palantir presents notable single-name risk that contrasts with typical diversification strategies employed by family offices of this scale. The filing data should be viewed with some caution given apparent inconsistencies in the reported position sizes and weightings.

Analysis generated Apr 5, 2026