Bill Ackman · @BillAckman4 days ago
Party loyalty comes before country otherwise you are kicked out of the party. The Democratic Party hits new lows.
22,221 likes · read on X ↗
Bill AckmanPortfolio & 13F holdings
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Activist, loud, concentrated
A handful of big bets, argued in public.
Scan with your phone's cameraOpens the App Store or Google Play.$19.5B
reported portfolio
14
positions
Q2 2026
quarter ended Jun 30
14
moves last filing
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Bill Ackman tracker · $100,000 copied
$100,000$117,038
+$17,038 (+17.0%)since Nov 5, 2024
Nov 5, 2024Nov 5, 2026
Copy · $117,038
Rebuilt at the close on the day each 13F was filed, to its 100 largest stock positions weighted by reported value. Nov 5, 2024 to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.
Latest moves
Bought or added · 9
Show all 9Show fewer
Sold or trimmed · 5
Share-count changes versus the prior quarter's filing.
What Bill holds
14 listed positionsPositionSince disclosed
- $MSFTMICROSOFT CORP+43.7%$2.3B · 12%
- $MAMASTERCARD INCORPORATED+27.7%$1.1B · 6%
- $VVISA INC+23.2%$1.1B · 6%
- $SPGIS&P GLOBAL INC+22.6%$1.1B · 5%
- $AMZNAMAZON COM INC+9.2%$2.0B · 10%
- $HHHHOWARD HUGHES HOLDINGS INC+9.1%$2.0B · 10%
- $QSRRESTAURANT BRANDS INTL INC+8.3%$1.9B · 10%
- $METAMETA PLATFORMS INC+7.4%$1.8B · 9%
- $PSUSPERSHING SQUARE USA LTD−1.4%$149.5M · 1%
- $BNBROOKFIELD CORP−1.9%$2.4B · 13%
| Ticker | Company | Today | Position | Weight | Since disclosed |
|---|---|---|---|---|---|
| $MSFT | MICROSOFT CORP | $2.3B | 11.9% | +43.7% | |
| $MA | MASTERCARD INCORPORATED | $1.1B | 5.6% | +27.7% | |
| $V | VISA INC | $1.1B | 5.8% | +23.2% | |
| $SPGI | S&P GLOBAL INC | $1.1B | 5.4% | +22.6% | |
| $AMZN | AMAZON COM INC | $2.0B | 10.5% | +9.2% | |
| $HHH | HOWARD HUGHES HOLDINGS INC | $2.0B | 10.2% | +9.1% | |
| $QSR | RESTAURANT BRANDS INTL INC | $1.9B | 9.6% | +8.3% | |
| $META | META PLATFORMS INC | $1.8B | 9.2% | +7.4% | |
| $PSUS | PERSHING SQUARE USA LTD | $149.5M | 0.8% | −1.4% | |
| $BN | BROOKFIELD CORP | $2.4B | 12.6% | −1.9% |
Values as reported on the fund’s SEC Form 13F. "Since disclosed" is the price change from the quarter end to today.
Source: SEC Form 13F-HR · filings on EDGAR ↗
Copy Bill's portfolio
8 of 14 priced positions are up since the quarter ended Jun 30, 2026.
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