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Bill Ackman / Pershing Square

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $13,714,299,861 · 11 positions · top-10 99.9% · SEC filing history →

13FScore 58/100 — cloning their disclosed top holdings over ~4.7y returned +8%/yr vs S&P +10%/yr (alpha -2%/yr), ahead of the market in 47% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
$MSFT · MICROSOFT CORP15.3%$2,092,970,053+6%HighMicrosoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$BN · BROOKFIELD CORP17.6%+58% Q2 '24Brookfield Corporation is a global owner and manager of real assets and alternative investments, with operations spanning renewable power, infrastructure, real estate, private equity, credit, and insurance.
$AMZN · AMAZON COM INC17.4%+13% Q2 '25Amazon.com is a technology and retail company operating online marketplaces, Amazon Web Services (AWS) cloud computing, advertising, streaming media, and consumer devices.NASDAQS&PSerenityBitget →
$UBER · UBER TECHNOLOGIES INC15.7%-1% Q1 '25Uber Technologies operates global mobility and delivery platforms connecting riders with drivers and customers with restaurants and couriers, plus a freight brokerage business.S&PSerenity
$MSFT · MICROSOFT CORP15.3%+6% Q1 '26Microsoft develops and licenses software, cloud services, and devices, including the Windows operating system, Office and Microsoft 365 productivity apps, the Azure cloud platform, and Xbox gaming, with growing AI offerings.NASDAQS&PSerenityBitget →
$QSR · RESTAURANT BRANDS INTL INC12.2%+10% ≥Q2 '21Restaurant Brands International is a global quick-service restaurant franchisor whose brands include Burger King, Tim Hortons, Popeyes, and Firehouse Subs.Citrini
$META · META PLATFORMS INC11.1%-2% Q4 '25Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$HHH · HOWARD HUGHES HOLDINGS INC8.7%+0% Q3 '23Develops, owns and operates master-planned communities and mixed-use commercial, residential and retail real estate across the United States.
$SEG · SEAPORT ENTMT GROUP INC0.8%-3% Q3 '24Seaport Entertainment Group owns and operates entertainment, dining, and hospitality venues and real estate, including New York City's Seaport district and related assets.
$GOOG · ALPHABET INC0.7%+233% Q1 '23Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&P
$HTZ · HERTZ GLOBAL HLDGS INC0.5%-51% Q4 '24Operates vehicle-rental businesses worldwide under the Hertz, Dollar and Thrifty brands, renting cars and light trucks to leisure and business customers.NASDAQ

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker