Bill Ackman says his hedge fund, Pershing Square Capital Management, has built a new position in Microsoft. In a post on X on Friday, Ackman indicated the fund has taken the stake, with additional details to follow. Multiple reports say the size of the position will be disclosed in a forthcoming 13F filing later on Friday. One outlet notes Microsoft shares are down roughly 16% year-to-date, placing the purchase during a period when the stock has declined.
CNBC reports that the stake was built during the first quarter amid a selloff and frames Pershing Square’s bet as tied to Microsoft’s artificial intelligence and cloud growth prospects. Other coverage emphasizes that Pershing Square’s acquisition is being formalized through regulatory disclosure rather than through a specific number shared in the initial public comments. Overall, the accounts agree that Ackman’s fund has initiated or expanded a Microsoft stake and that the exact size will be made public via the 13F filing.
