Bill Ackman is entering 2026 with extreme conviction. The latest Bill Ackman 13F reveals he has officially exited his entire positions in Nike ($NKE) and Chipotle ($CMG).
He is now hyper-concentrated in just a few names:
Uber ($UBER): Remains his #1 holding (20% of portfolio).
Alphabet ($GOOGL) & Brookfield ($BN): Now combine for a massive 40% of his equity book.
Ackman is ditching retail for AI platforms and global infrastructure. You can track his full real-time portfolio changes and cost basis here: https://www.13radar.com/guru/bill-ackman
Are you following the concentration play or sticking to ETFs?
#BillAckman #13F #Investing #Stocks #13radar
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