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Ackman unveils six new investments including Netflix, Visa, Mastercard in portfolio overhaul

NEW YORK, Aug 13 : Bill Ackman unveiled six new holdings, including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years.Ackman said on Thursday he acquired shares starting in the second quarter that will be held in his investment funds, including his newest off

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Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

Ackman debuts six holdings (Netflix, Visa, Mastercard, Alcon, ICE, S&P) in biggest overhaul in years on earnings-growth thesis. Signal: he added Microsoft on earnings dip, betting AI investments would drive rebound—validating that AI drives tech multiple expansion.

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Ackman unveils six new investments including Netflix, Visa, Mastercard in portfolio overhaul

Confronto fonti

Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

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Bill Ackman's Pershing Square buys Netflix, 5 other stocks in 2026