Bill Ackman's Pershing Square increased and reduced stakes in Amazon and AWS during Q2, requiring SEC filings.

The entities involved

• Pershing Square →

  park in downtown Los Angeles

  • Pershing Square added Uber Technologies as a new holding on August 18, 2026.Thu 19:57
  • The fund is currently heavily invested in Uber, which is negatively impacting its performance.Thu 19:57
• Amazon →

  American multinational technology company

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Arianespace, a subsidiary of ArianeGroup, launched satellites for Amazon Leo constellation, supporting ESA's access to space.Mon 17:10
• Amazon Web Services →

  subsidiary of Amazon that provides on-demand cloud computing platforms on a metered pay-as-you-go basis

  • Amazon is leveraging AI and strategic shifts to reduce operational costs and launch a new efficiency platform for AWS.Mon 16:07
  • Amazon and Google began construction of data centers in Montgomery County, Missouri, amid resident opposition.Mon 08:36

Related events

• High-profile investors, including Stanley Druckenmiller, Peter Thiel, David Tepper, and Seth Klarman, are investing in Amazon through 13F filings.Aug 26
• The Dan Ives Wedbush AI Revolution ETF holds significant stakes in Amazon, Apple Inc., and Microsoft.Aug 27
• Pershing Square added Netflix, Mastercard, and Visa to its investment portfolio on August 1, 2026.Aug 28
• Bill Ackman, through Pershing Square, sold his entire stake in Alphabet (Google) in Q2 2026 amid AI product competition.Aug 20
• Amzy ETF filed with the SEC regarding its investment in Amazon stock.Aug 30