Ackman Trades Google for Microsoft, Citing Better Value in MSFT
TL;DR Summary
Pershing Square founder Bill Ackman explained on X that he sold Alphabet stock to fund a new Microsoft position, stressing he’s not betting against Google but that Microsoft offered better value given current valuations and his capital limits. He highlighted Azure growth and AI momentum as reasons MSFT is compelling, even as the stock has lagged this year, using GOOG proceeds to finance the roughly $2B MSFT stake.
- Ackman Explains His Google Stock Sale As He Buys Microsoft Benzinga
- Pershing Square Backs Microsoft As AI Expansion Divides Major Investors Yahoo Finance
- Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth CNBC
- Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter Barron's
- Bill Ackman’s Pershing Square Bets on Microsoft’s AI Ambitions With New Stake WSJ
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