Bill Ackman

Pershing Square

BullishStyle: Concentrated value / quality growthHorizon: Long-term (multi-year)

As of: 2026-03-31 (Q1 2026 13F)

Holds only a handful of high-conviction names. Gains AI exposure through quality compounders like Alphabet rather than speculation.

Investment thesis

Ackman runs a concentrated book of predictable, moat-protected, cash-generative businesses held for the long run.

On AI he prioritizes buying durable winners at sensible prices over paying any premium for hyper-growth.

Sources: Super Investors — 13F portfolio trackers · Fiscal.ai — superinvestor portfolios

Related themes

AI Applications & Platforms

2 names

The layer that turns models into products and revenue: search, ads, productivity, vertical SaaS. Winners are decided by distribution and data, not raw compute.

GOOGLMETA

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