---
title: "Bill Ackman's Pershing Square made Amazon its fourth-largest holding by dumping Alphabet. Here's the thesis behind the switch."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296123899.md"
description: "Ackman just reshuffled his tech holdings. Here's why Amazon made the cut."
datetime: "2026-08-17T15:04:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296123899.md)
  - [en](https://longbridge.com/en/news/296123899.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296123899.md)
generator: "portal-rs"
---

# Bill Ackman's Pershing Square made Amazon its fourth-largest holding by dumping Alphabet. Here's the thesis behind the switch.

Ackman just reshuffled his tech holdings. Here's why Amazon made the cut.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**