Bill Ackman

Portfolio

As of 30 June 2026. The change is in shares, against the 13F for 31 March 2026; a stock split is taken out. Read the 13F

Stock	Weight	Value	Shares	Change
UBERUber	13%	$2.5B	34,326,200	+15%
BNBrookfield Corp	13%	$2.4B	57,481,047	-4%
MSFTMicrosoft	12%	$2.3B	6,206,730	+10%
AMZNAmazon	10%	$2.0B	8,563,857	-25%
HHHHoward Hughes Holdings Inc	10%	$2.0B	27,852,064	Unchanged

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Stock	Weight	Value	Shares	Change
QSRRestaurant Brands Intl Inc	9.6%	$1.9B	25,821,284	+14%
METAMeta	9.2%	$1.8B	3,196,062	+20%
VVisa	5.8%	$1.1B	3,270,470	New position
MAMastercard	5.6%	$1.1B	2,124,646	New position
SPGIS&p Global Inc	5.4%	$1.1B	2,593,155	New position
NFLXNetflix	4.8%	$934.0M	13,081,465	New position
PSUSPershing Square USA Ltd	0.8%	$149.5M	4,000,000	New position
SEGSeaport Entmt Group Inc	0.7%	$133.6M	5,023,780	Unchanged
HTZHertz	0.2%	$34.0M	14,991,599	-2%

Moves since the 13F

Form 4 trades in companies where the firm is an insider, and Schedules 13D and 13G, filed once a stake passes 5%.

Nothing filed since the 13F.

Sold out during the quarter

Stock	Weight	Value	Shares
GOOGLAlphabet	0.7%	$98.7M	344,102