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UBER is now the largest holding of Bill Ackman at 12.72% of the portfolio, up from 3rd.

Takes over from BN, 16.91% of the book a quarter earlier, which is now 12.58%.
Published · Based on SEC filings

High impact
New top holding
2026 Q2

Uber Technologies Inc (UBER) took the top spot in Bill Ackman's Pershing Square Capital Management portfolio in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 34.3M shares worth about $2.5B at June 30, 2026, 12.72% of the reported portfolio. UBER ranked 3rd a quarter earlier, at 15.09% of the book.

What did the 2026 Q2 filing report for UBER?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Value
Portfolio weight 12.72%
Shares 34.3M
Reported value $2.5B
Rank in portfolio 1st of 14
Rank a quarter earlier 3rd
Largest holding a quarter earlier BN at 16.91%
Next largest holding now BN at 12.58%

How did UBER become the largest holding?

Bill Ackman added 15% to the UBER share count in 2026 Q2. BN, the largest holding a quarter earlier at 16.91%, was trimmed to 12.58%, now 2nd. The next largest holding now is BN at 12.58%.

Where does UBER sit in the Bill Ackman portfolio?

UBER is the largest of 14 stock positions in the Bill Ackman portfolio at 12.72%, above the fund's average stock position of 7%. The UBER addition was the 6th largest of the quarter's 14 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Bill Ackman reported 14 stock positions, with 5 opened and 2 closed. The total portfolio value is about $19.5B, up 36% from the prior quarter.

Bill Ackman top holdings, 2026 Q2

How long has Bill Ackman held UBER?

Bill Ackman first reported UBER in the quarter ended March 31, 2025. The weight peaked at 19.72% in 2025 Q2. The share count was unchanged the quarter before. Every reported trade is on the Bill Ackman UBER trade history page.

Bill Ackman shares of UBER by quarter

Did other funds buy or sell UBER in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 9 hold UBER. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyers of UBER this quarter were Terry Smith, David Tepper and Pat Dorsey. The largest sellers were William Von Mueffling, Thomas Russo and John Armitage. Every tracked holder of UBER is on the UBER ownership page.

FAQ

What is the largest holding in the Bill Ackman portfolio?

UBER is the largest holding in the Bill Ackman portfolio as of 2026 Q2, at 12.72% of the reported value.

What was the largest holding of Bill Ackman a quarter earlier?

BN, at 16.91% of the book. BN, the largest holding a quarter earlier at 16.91%, was trimmed to 12.58%, now 2nd.

How did UBER become the largest holding of Bill Ackman?

UBER ranked 3rd a quarter earlier, at 15.09% of the book. Bill Ackman added 15% to the UBER share count in 2026 Q2. BN, the largest holding a quarter earlier at 16.91%, was trimmed to 12.58%, now 2nd.

How many UBER shares does Bill Ackman hold?

Bill Ackman holds 34.3M shares of UBER, worth about $2.5B at June 30, 2026 prices.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst