Source Post

Bill Ackman Just Doubled Down

Sep 12, 2026

Bill Ackman has sold his entire Google position to rotate into Meta, Microsoft, and Uber, increasing his stakes in these companies while maintaining a significant Amazon holding. This move is driven by a search for better valuations within the AI and growth stock sectors, rather than a critique of Google's strategy.

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Tickers discussed in this post

AMZNNeutralHigh ConvictionSignal-backedSecondary

Bill Ackman retained his major Amazon position, which is valued at approximately $2 billion.

MSFTBullishHigh ConvictionSignal-backedPrimary

Bill Ackman increased his Microsoft position, seeing it as a better value opportunity than Google.

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Tracked calls opened from this post

MSFT
buy opened Sep 12, 2026
+7.20%