Bill Ackman Adds $1.76B Meta Stake, Boosts Amazon Holding 64.99%
Bill Ackman's Pershing Square added 2.67 million Meta Platforms shares in Q4 2025, raising its stake to 11.37% ($1.76 billion) and increased its Amazon holding by 3.78 million shares (+64.99%, $2.22 billion). It also fully exited its 21.54 million Chipotle shares (-5.77% portfolio) and trimmed six other positions.
1. Q4 2025 13F Filing Overview
In the fourth quarter of 2025, Pershing Square submitted its 13F filing revealing major portfolio adjustments. The disclosure highlights both significant new investments and strategic exits across its holdings.
2. New Meta Acquisition
Ackman added 2,673,569 Meta Platforms shares, elevating the position to 11.37% of the portfolio with a value of $1.76 billion. This marks Meta as one of the largest new stakes for the quarter.
3. Amazon Position Increase
The fund increased its Amazon holding by 3,784,508 shares, a 64.99% rise that now represents a $2.22 billion investment. This boost underscores confidence in Amazon’s growth prospects.
4. Chipotle Exit and Other Reductions
Pershing Square fully exited its 21.54 million shares in Chipotle, removing a 5.77% weight from the portfolio. Additionally, six other positions were reduced to redeploy capital into higher-conviction ideas.