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Bill Ackman's Stock Portfolio

HoldingsMovementsAbout
+5−2↑5↓3
EDGAR13F-HR·2026-08-14
New positions5
SecurityBeforeAfterΔ SharesΔ %Value
VVISA INC
—3.27M——$1.1B
MAMASTERCARD INCORPORATED
—2.12M——$1.1B
SPGIS&P GLOBAL INC
—2.59M——$1.1B
NFLXNETFLIX INC.
—13.08M——$934.0M
PSUSPERSHING SQUARE USA LTD
—4.00M——$149.5M
Increased positions5
SecurityBeforeAfterΔ SharesΔ %Value
UBERUBER TECHNOLOGIES INC
29.96M34.33M+4.37M+14.6%$2.5B
MSFTMICROSOFT CORP
5.65M6.21M+553K+9.8%$2.3B
HHHHOWARD HUGHES HOLDINGS INC
18.85M27.85M+9.00M+47.7%$2.0B
QSRRESTAURANT BRANDS INTL INC
22.65M25.82M+3.18M+14.0%$1.9B
METAMETA PLATFORMS INC
2.66M3.20M+535K+20.1%$1.8B
Trimmed positions3
SecurityBeforeAfterΔ SharesΔ %Value
BNBROOKFIELD CORP
59.70M57.48M-2.22M-3.7%$2.4B
AMZNAMAZON COM INC
11.45M8.56M-2.89M-25.2%$2.0B
HTZHERTZ GLOBAL HLDGS INC
15.24M14.99M-250K-1.6%$34.0M
Sold positions2
SecurityBeforeAfterΔ SharesΔ %Value
GOOGALPHABET INC C
312K——-100.0%$89.4M
GOOGLALPHABET INC
32K——-100.0%$9.3M
Unchanged positions1
SecurityBeforeAfterΔ SharesΔ %Value
SEGSEAPORT ENTMT GROUP INC
5.02M5.02M00.0%$133.6M