Pershing Square Holdings

The Pershing Square share was traded three years ago on the LSE at 30.46 GBP; with the closing price on 07.09.2026 of 38.38 GBP, an investment of 100 GBP made then would be worth 126 GBP today, corresponding to a gain of 26 percent. An investor would have received 3.283 shares. The market value of Pershing Square most recently stands at GBP 6.80 billion. Calculation does not account for stock splits and dividend payments. » Więcej na finanzen.net

Bill Ackman's Pershing Square sold its entire stake in Alphabet, trimmed Amazon, and bought an additional 553,000 Microsoft shares, making Microsoft the fund's largest AI position at $2.3 billion (6.2 million shares). Pershing cites strong Azure growth, popular M365 products and positive free cash flow — Microsoft reported $90 billion revenue for the quarter, $35.76 billion net income, and $19.6 billion in free cash flow — as the rationale for concentrating AI exposure in Microsoft. The fund views Azure as well positioned amid supply-constrained compute markets and expects Copilot-driven adoption to further entrench Microsoft 365. » Więcej na finance.yahoo.com

Pershing Square, led by Bill Ackman, owned about 8.56 million Amazon shares at end of June, representing over $2 billion or 10.5% of its $19.5 billion portfolio after a recent trim. Ackman cites Amazon's large capex push—projected to roughly $220 billion for the year—to expand AWS data centers and capture AI-driven demand, noting AWS revenue growth above 30% in 2026. He also points to 15% unit volume growth in retail and forecasts Amazon can compound total earnings at least 20% annually. » Więcej na finance.yahoo.com