Bill Ackman discloses eight of twelve stocks in his $5 billion Pershing Square USA fund

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โดย TheStreet·Read original
Summary · why it matters

Bill Ackman has voluntarily disclosed eight of the twelve stocks held in his newly launched $5 billion closed-end fund Pershing Square USA, revealing concentrated bets on Amazon, Microsoft, Meta Platforms, Uber Technologies, Brookfield, Restaurant Brands International, Fannie Mae, and Freddie Mac. The fund, which began trading on the New York Stock Exchange on April 29, is the largest of its kind ever launched in the United States and charges a 2% annual management fee with no performance fee. Ackman has described Amazon, Microsoft, and Meta as underappreciated mega-caps, with the Microsoft stake valued at $2.09 billion at the end of the first quarter based on 5.65 million shares. He also trimmed Alphabet in favor of Microsoft, signaling a deliberate reallocation within large-cap tech. The fund's shares have traded roughly 17% below the $50 IPO price, with a persistent discount to net asset value of about 20%, which Ackman called an extremely attractive bargain.

Impact on stocks 9

Financials▲ · 3 stocks
Freddie Mac
0IKZ
± MixedCapitalrelevance

Freddie Mac is one of eight disclosed holdings in Ackman's new fund, but no specific Freddie Mac news or analysis is provided.

Fannie Mae
0IL0
± MixedCapitalrelevance

Fannie Mae is one of eight disclosed holdings in Ackman's new fund, but no specific Fannie Mae news or analysis is provided.

Artificial Intelligence▲ · 3 stocks
Amazon.com Inc
AMZN
± MixedCapitalrelevance

Held in Ackman's fund as an underappreciated mega-cap, but no company-specific news.

Microsoft Corporation
MSFT
± MixedCapitalrelevance

Held in Ackman's fund as an underappreciated mega-cap; stake valued at $2.09B, but no company-specific news.

Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
± MixedCapitalrelevance

Held in Ackman's fund as an underappreciated mega-cap, but no company-specific news.

Consumer Discretionary▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Uber Technologies Inc
UBER
± MixedCapitalrelevance

Uber is one of eight disclosed holdings in Ackman's new fund, but no specific Uber news or analysis is provided.

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