Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: New MSFT position, Added to AMZN holding, Exited HLT
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
- New: MSFT (5.65 mln shares)
- Increased: AMZN (11.45 mln shares from 9.61 mln shares)
- Maintained: HHH (18.85 mln shares)
- Exited: HLT (3.03 mln shares)
- Decreased: GOOG (312K shares from 6.16 mln shares), BN (59.7 mln from 61.4 mln), GOOGL (32K from 678K), UBER (29.96 mln from 30.21 mln), QSR (22.65 mln from 22.87 mln), META (2.66 mln from 2.67 mln)