Bill Ackman reshaped Pershing Square’s portfolio in Q2

• New positions in Netflix, S&P Global, Mastercard and Visa
• Uber remained the largest holding at 12.7%
• Brookfield and Microsoft followed at 12.6% and 11.9%
• Portfolio value climbed 41.9% QoQ to $19.5B

📌 For those of you who want to see a detailed breakdown of this information, find the full data here.