Bill Ackman Just Bought These Stocks 💰🔥

Описание: Bill Ackman's Pershing Square Capital Management just filed its Q4 2025 13F, revealing $15.5 billion across just 11 stocks — one of the most concentrated portfolios among major hedge funds. And the moves this quarter were loud.

Ackman initiated a brand new position in Meta Platforms worth approximately $1.7 billion — 2.67 million shares, instantly making it 11.37% of his portfolio. He said Meta's share price "underappreciates the company's long-term upside potential from AI" and called it "one of the world's greatest businesses." This is notable because while Ray Dalio was cutting Meta by 46% and Stanley Druckenmiller was exiting entirely, Ackman was loading.

He also increased his Amazon position by 65%, making it his third-largest holding at 14.28%. Brookfield Corporation — his largest position at 18.15% — was boosted by nearly 50%. Meanwhile, Ackman fully exited Chipotle Mexican Grill and Hilton Worldwide, citing valuation. He trimmed Alphabet for the second consecutive quarter.

The pattern is clear: Ackman is rotating into AI monetization — companies that turn AI into cash flow through advertising (Meta), cloud infrastructure (Amazon), and physical infrastructure (Brookfield) — rather than chasing AI hype or chip suppliers.

In this video, we break down every major move in Ackman's latest 13F, the thesis behind each position, why he's buying what Dalio and Druckenmiller are selling, and what the most concentrated billionaire portfolio on the street is telling you about 2026.

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