AI-written summary of reporting by New York Post. No human editor reviewed this. AI can misread or omit facts — read the original, linked below.
ABSTRACT

Bill Ackman on Thursday disclosed six new stock holdings for his Pershing Square investment funds, including Netflix, Visa, Mastercard, eye care firm Alcon, exchange operator Intercontinental Exchange, and financial data provider S&P Global, with share purchases beginning in the second quarter.

New York Post

Ackman discloses six new Pershing Square holdings, including Netflix, Visa and Mastercard

Ackman discloses six new Pershing Square holdings, including Netflix, Visa and Mastercard
Aug 13, 2026, 12:42 PM

Bill Ackman on Thursday disclosed six new stock holdings for his Pershing Square investment funds, including Netflix, Visa, Mastercard, eye care firm Alcon, exchange operator Intercontinental Exchange, and financial data provider S&P Global, with share purchases beginning in the second quarter.

Context

The new positions will be held across Ackman's funds, including Pershing Square USA, which was listed on the New York Stock Exchange in April. Pershing Square USA shares rose 1.7% on Thursday following the investment disclosures and second-quarter earnings released Wednesday evening.

Netflix marks a return for Ackman, who held the streaming company's stock briefly in 2022 before selling at a loss. Shares of the newly disclosed holdings were mostly higher on Thursday on a broad up day for US stocks: Netflix rose 3.3%, S&P Global added 1.1%, and the others were mostly modestly higher.

Ackman also added Microsoft to the portfolio earlier this year after its stock price dropped following an earnings report. He argued that the software company would rebound when investors acknowledged its investments in AI.

Ackman has 2.7 million followers on social media platform X, and his stock picks are closely tracked by professional investors.

All Perspectives
Bill Ackman: Ackman said he believes the firms' earnings are poised for strong growth, which he views as the greatest driver of investment value over time. On Microsoft, he argued the company would rebound when investors acknowledged its investments in AI.
Gaps & Unknowns
  • The source does not state the dollar value or size of any of the six new positions.
  • The source does not state the specific dates within the second quarter when shares were acquired.
  • The source does not state what share of Pershing Square USA's portfolio each new holding represents.
  • The source does not state whether any existing holdings were reduced or exited to fund the new positions.
  • The source does not provide responses or positions from any of the six companies named as new holdings.
Sources & Further Reading
  1. New York Post — original

Read the original at New York Post

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