Pershing Square's revamped portfolio's biggest bets are on Uber, Brookfield, and Microsoft

Pershing Square disclosed the exact size of its portfolio, highlighting major positions in Uber, Brookfield, and Microsoft. The filing confirms Bill Ackman’s fund has a very large bet on Uber, with 34.3 million shares valued at about $2.47 billion, while Brookfield is also among the fund’s largest holdings. The disclosure gives investors a clearer view of Pershing Square’s concentration and current conviction, which can influence sentiment in the involved names as the market digests the scale of these positions. The article is primarily a holdings update rather than a thesis change, so the main market impact is informational, potentially reinforcing bullish attention on the stocks Ackman is backing.