Bill Ackman pours billions into 2 tech stocks amid AI boom originally appeared on TheStreet.
Bill Ackman, the billionaire hedge fund manager behind Pershing Square Capital Management, continued to tilt his portfolio further toward Big Tech’s “Magnificent Seven.”
According to the firm’s latest 13F filing with the SEC, Pershing made a new billion-dollar buy and expanded its stake in another major holding in Q2.
Both moves shifted Pershing Square further toward the artificial intelligence boom via two of the market’s most influential stocks.
Bill Ackman, chief executive officer of Pershing Square Capital Management jus tmadeImage source: Goodney/Bloomberg via Getty Images
Apple AAPL
Microsoft MSFT
Amazon AMZN
Alphabet GOOGL/GOOG
Nvidia NVDA
Meta META
Tesla TSLA
These stocks have carried much of the market’s momentum in recent years. Hedge funds have increasingly turned to them as safe havens and growth drivers, especially as AI accelerates adoption across virtually every industry.
Bill Ackman is a hedge fund manager and founder of Pershing Square Capital Management, a money manager with $13.7 billion in assets under management, according to its August 2025 13F filing with the SEC.
Ackman’s investment strategy involves making large, concentrated bets on companies that he thinks are undervalued relative to their opportunities. His holding period is best defined as long-term.
Pershing Square Capital Management’s 13F report showed that Ackman owned only 11 publicly traded stocks as of June 30.
His success as a hedge fund manager has translated into a net worth of $8.25 billion, ranking him 420th on Bloomberg’s Billionaires Index.
Ackman has now joined those investing in the magnificent seven stocks more forcefully.
His 13F filing reveals that more than 24% of Pershing Square’s portfolio is concentrated in just two mega-cap giants: Amazon (AMZN) and Alphabet (GOOGL) .
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While he has long been comfortable running a concentrated portfolio strategy, this…
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