Ackman, Loeb take different routes on tech bets in early 2026
- On Friday, billionaire investor Bill Ackman announced his hedge fund Pershing Square has built a significant position in Microsoft, stating the firm began accumulating shares in February citing compelling valuation.
- Pershing Square began purchasing shares after Microsoft's stock slumped following its second-quarter earnings report, with Ackman establishing the position at 21 times forward earnings valuation.
- Ackman dismissed competition concerns regarding Azure and OpenAI as "overblown," noting the valuation fails to reflect Microsoft's approximately 27% economic interest in OpenAI, representing approximately $200 billion.
- The investor backed Microsoft's roughly $190 billion spending plan for 2026 as essential for revenue growth, supporting the strategy to integrate Copilot across the M365 productivity suite.
- This investment mirrors Pershing Square's previous bets on Alphabet, Amazon, and Meta during periods of market skepticism, with Ackman emphasizing that M365 remains deeply embedded across enterprises.
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pmo.eeMicrosoft founder Bill Gates has sold the last of his Microsoft shares. Gates held 7.7 million shares through his charitable foundation. He received an estimated $3.2 billion for the sale.
SCIENCE & TECH: Bill Ackman’s Pershing Square discloses Microsoft stake, touts ‘deeply embedded’ software
Billionaire investor Bill Ackman revealed Friday that his firm Pershing Square Capital has built a stake in Microsoft – and said the tech giant “offers analogous and compelling long-term value” despite a recent stock slump. Ackman, 60, wrote in a lengthy X post that Microsoft operates “two of the most valuable franchises in enterprise technology” in the form of its 365 productivity apps, which include Word and Excel, and its Azure cloud-computin…
Ackman, Loeb take different routes on tech bets in early 2026
NEW YORK, May 15 : Two of Wall Street's most closely watched billionaire stock pickers, both once voluble activist investors, took opposite tacks this year when Bill Ackman bet on Microsoft and exited Google parent Alphabet and Daniel Loeb did the opposite. Ackman said on X his firm Pershing Square began buil
Bill Ackman's Pershing Square Quietly Builds Microsoft [NASDAQ: MSFT] Stock Position Since February
Billionaire investor Bill Ackman’s Pershing Square Capital Management disclosed on May 15, 2026, that it has been quietly building a significant new position in Microsoft Corporation [NASDAQ: MSFT] since February, as reported by Reuters. Ackman has been buying into the software giant during a period of share price weakness driven by investor concerns about the […] The post Bill Ackman’s Pershing Square Quietly Builds Microsoft [NASDAQ: MSFT] Sto…
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