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Ackman Bets Big on AI Stocks for 2026
13 Dec
Summary
- Bill Ackman's fund holds 11 stocks totaling $14.6 billion.
- Pershing Square's largest holding is Uber Technologies.
- Ackman is known for activist investing and seeking undervalued companies.
Wall Street investors are often overwhelmed by the sheer volume of financial data. Fortunately, regulatory filings like Form 13F offer a valuable glimpse into the strategies of major fund managers. Bill Ackman, a billionaire investor renowned for his activist approach, has disclosed significant stakes in two artificial intelligence (AI) stocks he intends to hold through 2026.
Ackman's Pershing Square Capital Management maintains a concentrated portfolio, with 11 holdings valued at approximately $14.6 billion as of September. Among these, Uber Technologies has emerged as the fund's largest position. This significant investment underscores Ackman's confidence in Uber, a dominant force in the ride-sharing market, which has maintained a substantial market share for years.
As an activist investor, Ackman typically acquires substantial stakes in companies he believes are undervalued. His objective is to influence management and boards to implement changes that unlock greater shareholder value. The recent disclosures indicate a strategic focus on AI, with Uber at the forefront of his investment thesis for the coming years.
