WOLF(@WOLF_Financial):BILL ACKMAN JUST EXITED GOOGLE AND OPENED A NEW $2.1B MICROSOFT POSITION Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai: Top 10 holdings: 🥇 Brookfield $BN: $2.42B 🥈 Amazon $AMZN: $2.39B (+19% shares) 🥉 Uber $UBER: $2.15B 4. Microsoft $MSFT: $2.09B (NEW) 5. Restaurant Brands $QSR: $1.67B 6. Meta $META: $1.52B 7. Howard Hughes $HHH: $1.19B 8. Seaport Entertainment $SEG: $108M 9. Google $GOOG Class C: $89M 10. Hertz $HTZ: $70M New positions: - Microsoft $MSFT: $2.09B Biggest adds: - Amazon $AMZN: +19% shares Biggest trims: - Google $GOOGL: -95% shares - Google $GOOG Class C: -95% shares - Brookfield $BN: -3% Full exits: - Hilton $HLT: $870M The rotation: out of Google and Hilton. Into a fresh $2.1B Microsoft position and a larger Amazon stake.

2026.05.15 20:33

BILL ACKMAN JUST EXITED GOOGLE AND OPENED A NEW $2.1B MICROSOFT POSITION Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai: Top 10 holdings: 🥇 Brookfield $BN: $2.42B 🥈 Amazon $AMZN: $2.39B (+19% shares) 🥉 Uber $UBER: $2.15B 4. Microsoft $MSFT: $2.09B (NEW) 5. Restaurant Brands $QSR: $1.67B 6. Meta $META: $1.52B 7. Howard Hughes $HHH: $1.19B 8. Seaport Entertainment $SEG: $108M 9. Google $GOOG Class C: $89M 10. Hertz $HTZ: $70M New positions: - Microsoft $MSFT: $2.09B Biggest adds: - Amazon $AMZN: +19% shares Biggest trims: - Google $GOOGL: -95% shares - Google $GOOG Class C: -95% shares - Brookfield $BN: -3% Full exits: - Hilton $HLT: $870M The rotation: out of Google and Hilton. Into a fresh $2.1B Microsoft position and a larger Amazon stake.