Bill Ackman's position in Amazon.com is currently worth $2.88B. It makes up 19.26% of their stock portfolio and is their biggest holding. The stake costed the investor $2.43B, netting the investor a gain of 18% so far.
Both companies are heavily investing in data center computing capacity. Amazon looks more expensive on paper.
Quarterly-filed Form 13Fs allow investors to track which stocks Wall Street's sharpest investors are buying, selling, and holding. Although Ackman has always...
The high-profile investor believes the company is crushing it in two key areas of its business.
Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.