For Q2 2026, Bill Ackman’s Pershing Square Capital Management fund has these as his top holdings.
Uber for its coming autonomous vehicles. – 12.72%
Brookfield Inc. (TSE: BN) – For future infrastructure buildup Brookfield will partake in many private firms. 12.58% of portfolio.
Microsoft (NASDAQ: MSFT) – 11.89%.
Amazon (NASDAQ: AMZN) – For its AWS which powers cloud computing world wide. 10.49%.
Howard Hughes Holdings (NYSE: HHH) – 10.23%
Restaurant Brands International Inc (NYSE: QSR) – consistent fees from franchisees. 9.62%
Meta Platforms (NYSE: META) – 9.25%
Visa (NYSE: V) – 5.76%
Mastercard (NYSE: MA) – 5.61%
S&P Global (NASDAQ: SPGI) – 5.43%
Note that Ackman sold most of his Alphabet (NASDAQ: GOOG) holding - reducing it from 6.1m to 312K shares! The reason is thought to be for the new large purchase of Amazon.
History and ongoing information at HedgeFollow.
Warren Buffett added Alphabet (NASDAQ: GOOG) to Bershire Hathaway's holdings just prior to stepping down as chairman.
Seth Klarman of The Baupost Group is a cautious value investor. This information is from the Q2, 2026 filing.
Amazon (NASDAQ: AMZN) – increased his holding by 19% in the latest quarter, so it is now the largest holding – 16.48% of portfolio.
Elevance Health (NYSE: ELV) – 9.11%
Restaurant Brands International Inc (NYSE: QSR) – 9.04%
Alphabet (NASDAQ: GOOG) – 8.95%.
Ferguson Enterprises (NYSE: FERG) – 6.36%.
Genuine Parts (NYSE: GPC) – 6.13%
Union Pacific (NYSE: UNP) – 5.95%
Visa (NYSE: V) – new purchase - sold three other fintech companies to buy this. 4.4%
WESCO International (NYSE: WCC) – 4.23%
Aon plc (NASDAQ: AON) – new purchase. An insurance advisory company. 4.21%
History and ongoing information at HedgeFollow.
Stanley Druckenmiller's Duquesne Capital holdings from their Q2, 2026 filing:
Natera Inc (NASDAQ: NTRA) – largest holding at 19.86%. A drug company current specializing in cancer screening tests.
Taiwan Semiconductor (NYSE: TSM) – 6.47%
ST Microelectronics (NYSE: STM) – 5.34%
Insmed Inc (NASDAQ: INSM) – 3.49%
YPF Sociedad Anónima (NYSE: YPF) – 3.28%
Amazon (NASDAQ: AMZN) – 2.96%
BBB Foods (NYSE: TBBB) – 2.78%
Alphabet (NASDAQ: GOOG) – 2.76%
iShares Brazil ETF (NYSE: EWZ) – 2.72%
Seagate (NYSE: STX) – 2.70%
History and ongoing information at HedgeFollow.
David Tepper's Appaloosa Management. This information is from the Q2, 2026 filing.
Amazon (NASDAQ: AMZN) – 15.43%.
Micron (NASDAQ: MU) – 14.57%.
Taiwan Semiconductor (NYSE: TSMC) – 10.20%.
Alphabet (NASDAQ: GOOG) – 8.46%.
Uber (NYSE: UBER) – 7.19%.
iShares South Korea ETF (NYSE: EWY) – 6.34%.
Meta Platforms (NYSE: META) – 4.92%.
Vistra (NYSE: VST) – 4.55%.
nVidia (NASDAQ: NVDA) – 3.95%.
Nrg Energy (NYSE: NRG) – 3.40%.
History and ongoing information at HedgeFollow.
