---
title: "Ackman shifts billions into Microsoft, trims Alphabet stake"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286858578.md"
description: "Pershing Square, led by Ackman, acquired 5.7 million Microsoft shares, establishing it as a core holding. To finance this, Ackman sold most of his Alphabet stake, citing Microsoft's compelling valuation and growth potential. Additionally, Microsoft's AI growth is seen as less vulnerable to geopolitical risks compared to Nvidia."
datetime: "2026-05-19T05:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286858578.md)
  - [en](https://longbridge.com/en/news/286858578.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286858578.md)
---

# Ackman shifts billions into Microsoft, trims Alphabet stake

New core holding: Pershing Square acquired 5.7 million Microsoft shares last quarter, making it a core position alongside its newly launched public fund. Strategic rotation: Ackman sold most of his Alphabet stake to fund the Microsoft purchase, citing compelling valuation and durable growth potential. Geopolitical calculus: Microsoft’s AI growth is less exposed to Taiwan supply risks than Nvidia, offering insulation from regulatory and geopolitical uncertainty.

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