Pershing Square (Bill Ackman) discloses updated portfolio positions in 13F filing: Confirms NFLX PSUS V SPGI MA as new positions, Added to HHH UBER QSR MSFT META
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: NFLX (13.08 mln shares), PSUS (4 mln), V (3.27 mln), SPGI (2.59 mln), MA (2.12 mln)
- Increased: HHH (27.85 mln shares from 18.85 mln shares), UBER (34.33 mln from 29.96 mln), QSR (25.82 mln from 22.65 mln), MSFT (6.21 mln from 5.65 mln), META (3.2 mln from 2.66 mln)
- Maintained: SEG (5 mln)
- Exited: GOOG (from 311K), GOOGL (32K)
- Decreased: AMZN (8.6 mln shares from 11.5 mln shares), BN (57.48 mln from 59.7 mln)