The “Big Seven” is a common combination of stocks used to describe some of the largest and most influential stocks in the market today. The Seven Heroes are made up of these familiar names:
NVIDIA(NASDAQ: NVDA)
apple(NASDAQ:AAPL)
letter(Nasdaq: Google)(Nasdaq: Google)
Microsoft(NASDAQ:MSFT)
Amazon(NASDAQ: AMZN)
meta platform(NASDAQ: META)
Tesla(NASDAQ: TSLA)
However, billionaire hedge fund manager Chase Coleman has created an alternative to The Magnificent Seven that I think is even better than the original. Which companies are being cut and which companies are being added? Let’s take a look.
Image source: Getty Images.
Investors gain exposure to assets owned by hedge fund managers. That’s thanks to a U.S. Securities and Exchange Commission (SEC) requirement that managers with assets of $100 million or more disclose their quarter-end holdings to the public on Form 13F 45 days after the end of the quarter. While this isn’t the latest information, it’s better than nothing.
Looking at Tiger Global Management’s third-quarter portfolio, we can see that Chase Coleman is heavily positioning its portfolio to take advantage of large-scale artificial intelligence construction. Some of his major holdings are:
These stocks collectively account for 46.2% of Coleman’s portfolio, a high degree of concentration. However, each company’s track record speaks for itself, and all have been huge investments over the past few years.
Prediction market by
Notably, Apple and Tesla are not included. I think there are a few reasons, and I like the inclusion of TSMC and Broadcom in the new “top seven” rather than these two companies.
In recent years, Apple has clearly fallen behind in artificial intelligence. Its AI technology does not exist, and many features that Apple promised users many years ago have not been released yet. The only step left for Apple is to become a customer of one of the major generative AI providers, which doesn’t bode well for the future.
Furthermore, Apple relies on past innovations to survive and has not released any breakthrough products in the past few years. All the companies on this list have achieved incredible results, leaving Apple far behind in terms of growth.
TSM Revenue (TTM) data provided by YCharts.
Tesla is a little different. It has developed an artificial intelligence strategy for implementing self-driving features in its cars. It also has a close partnership with xAI, another company owned by Elon Musk. I don’t think it should be left out of the New Seven based solely on AI.
However, it’s impossible to ignore the changing landscape of Tesla’s primary market. Electric vehicles aren’t as popular as they once were, and as U.S. government subsidies end, they’re less attractive to consumers. That’s not to say the EV market is dead, but growth will be more difficult in the future.
An investment in Tesla is a bet that its various aspirations, such as robotaxis and humanoid robots, will succeed. Unlike the other seven companies currently making money, these are far from sure bets.
TSMC and Broadcom are both good candidates because they are both booming in the artificial intelligence market. They’re also big players, with Broadcom and Tesla often swapping spots as the seventh and eighth largest companies, while TSMC ranks as the tenth largest company in the world with a market capitalization of $1.5 trillion.
Broadcom is joining the AI race with its custom AI accelerator chips, which are starting to gain popularity as an alternative to Nvidia’s graphics processing units (GPUs). TSMC is the primary chip supplier to nearly every company on the list. As long as more data centers continue to be built, TSMC will be a good choice.
I believe Chase Coleman’s new Seven will surpass the old Seven in 2026. I think investors should consider switching from Apple and Tesla to Broadcom and TSMC as they are better positioned in the coming years.
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Keithen Drury has worked at Alphabet, Amazon, Broadcom, Meta Platform, Nvidia, TSMC and Tesla. The Motley Fool holds and recommends Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, TSMC and Tesla. The Motley Fool recommends Broadcom and recommends the following options: Buy $395 Microsoft calls in January 2026, and buy $405 Microsoft calls in January 2026. The Motley Fool has a disclosure policy.
Billionaire Chase Coleman forms his own ‘The Magnificent Seven’, and it’s even better than the original
