Bill Ackman does not own Nvidia, believing the outperformance of AI infrastructure companies like Nvidia is likely temporary.
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Bill Ackman Just Bought 6 New Stocks
Aug 13, 2026
Joseph Carlson discusses Bill Ackman's recent purchase of six new stocks, including Netflix, Mastercard, and S&P Global, as detailed in Pershing Square's Q2 report. Carlson compares Ackman's analysis and portfolio overlap with his own holdings, noting he often owned these stocks before Ackman. He provides a historical overview of Ackman's previous Netflix investment and the company's subsequent challenges.
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Visa was mentioned as part of Bill Ackman's collective buy with Mastercard, but Carlson does not provide a specific thesis or current stance on Visa itself.
Carlson sees Alcon, a leading ophthalmology company, as a buy with potential for meaningful compounded returns as its valuation multiple expands to reflect its quality.
Carlson views Intercontinental Exchange (ICE) as a buy, noting its predictable free cash flow generation and believing its recent sell-off is due to unwarranted concerns.
Amazon is listed as a stock the creator owned before Bill Ackman's investment, showing a pattern of shared holdings.
Microsoft is mentioned as a stock the creator owned before Bill Ackman added it to his portfolio.
S&P Global is identified as a new holding for Bill Ackman, and the creator states he also owns this stock and had it before Ackman.
Mastercard is mentioned as one of the new holdings purchased by Bill Ackman, with the creator noting he also owns this stock and has held it prior to Ackman's investment.
Bill Ackman has bought back into Netflix, a company he previously owned and later sold, prompting a discussion on what has changed for the streaming giant.
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