Bill Ackman just invested $1 billion in this stock
The post Bill Ackman just invested $1 billion in this stock appeared on BitcoinEthereumNews.com.
While the actual fourth-quarter (Q4) 13-f filing is yet to be published, a February 11 Pershing Square (LON: PSH) presentation revealed a massive new technology bet made late last year by the billionaire investor Bill Ackman. Specifically, in the section covering the equity portfolio update, the company unveiled a massive position in Mark Zuckerberg’s Meta Platforms (NASDAQ: META). While the exact value of the investment was not known at press time on February 16, the document reveals it accounts for about 10% of the portfolio. Considering the Q3 2025 13-f filing showed the value of Pershing Square’s holdings at about $14 billion, it is possible Bill Ackman invested approximately $1.5 billion in META stock. The document also revealed that Pershing Square’s reasoning behind investing in Meta shares is mostly straightforward. According to the presentation, the blue-chip technology giant has a ‘high-quality advertising business,’ a strong balance sheet, a 22% annual growth rate in 2025, and its business model ‘is one of the clearest beneficiaries of AI integration.’ Indeed, Bill Ackman’s argument for adding Meta stock to the firm’s portfolio is summarized well in the document itself: “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.” Meta’s latest earnings report certainly reinforces Pershing Square’s investment case. The January 28 document revealed the firm beat both the revenue and the earnings per share (EPS) forecasts, recording $59.89 billion and $8.88, respectively. Additionally, investors were especially impressed with the accompanying revenue forecast late last month. Meta’s estimate that its sales will amount to between $53.5 billion and $56.5 billion in 2026 – at the time, analysts were predicting a whole-year figure of $51.41 billion – helped the stock soar approximately 10% in a day. Trading…
Filed under: News - @ February 16, 2026 12:21 pm