US EditionBill Ackman reveals stake in Meta, says it has ‘deeply discounted valuation’
Pershing Square invested about $2 billion in Meta, viewing AI as a key growth driver, while exiting Hilton to concentrate on tech assets.
- On Feb 11, Bill Ackman told clients his hedge fund bought Meta shares late last year, investing roughly 10% of its capital, about $2 billion.
- Ackman had signalled interest in big tech months ago and previously invested in Amazon and Alphabet , while investors have worried that Meta's AI spending is high, weighing on the stock.
- Since the inception of the Meta bet in November, Meta Platforms' share price rose 11% in 2025 and 3% in 2026 through Feb 9, while the broader stock slipped 7.4%.
- The firm exited Hilton Worldwide Holdings to redeploy capital, reflecting Ackman's focus on a dozen concentrated bets and signaling a portfolio shift toward big tech.
- In its presentation, the firm added 'We believe Meta's current share price underappreciates the company's long-term' and argued AI digital assistants and wearables can boost ads and recommendations.
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Billionaire Bill Ackman Just Invested 10% of Pershing Square Capital Management's $20 Billion Portfolio in 1 Unstoppable Artificial Intelligence (AI) Stock
Key PointsBill Ackman's investing strategy of taking large positions in just a few companies and holding them for the long term flies in the face of conventional hedge fund wisdom.Ackman just acquired a significant stake in Meta Platforms.He believes concerns about the company's AI spending plans are overblown and that the stock is trading at a discount. 10 stocks we like better than Meta Platforms › Billionaire Bill Ackman is something of a leg…
Bill Ackman's Pershing Square Reveals Massive Stake in Meta, Citing AI Upside and Deeply Discounted Valuation
Bill Ackman's Pershing Square revealed a massive stake in Meta Platform during the hedge fund's annual investor presentation. The stake in the Meta Stock amounts to 10% of Pershing's capital as of 2025-end. 'We believe Meta's current share price underappreciates the company's long-term upside potential from AI and represents a deeply discounted valuation for one of the world's greatest businesses,' according to the presentation. The Meta stock i…
Ackman Calls Meta 'One Of The World's Greatest Businesses,' Adds Stock Alongside Amazon, Alphabet - Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META)
Bill Ackman is betting big on Magnificent Seven stocks once again, unveiling a new position in Meta Platforms (NASDAQ:META) in the Pershing Square Capital Management investment portfolio, alongside existing wagers on Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Amazon.com Inc (NASDAQ:AMZN). Ackman Bets On Meta Platforms Pershing's investment presentation Wednesday unveiled a new stake in Meta, just days ahead of the next 13F filing deadline for …
Bill Ackman backs Mark Zuckerberg’s Meta with $2B investment in AI future
Billionaire activist investor Bill Ackman has poured roughly $2 billion into Meta, making a major bet that Mark Zuckerberg’s tech giant will outpace rivals in the artificial intelligence arms race.
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