Pershing Square added Netflix, Mastercard, and Visa to its investment portfolio on August 1, 2026.

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
• Netflix →

  American subscription video on-demand over-the-top streaming service

  • HBO and Netflix are competing in the true crime documentary market, featuring a film on civil rights violations in Alabama.Mon 15:09
  • The Mayor of Kingstown series debuts on Netflix, alongside new streaming deals involving CBS Studios and Paramount+.Mon 11:22
• Mastercard →

  American multinational financial services corporation

  • Commonwealth Bank adjusts its payment processing programs following changes in Reserve Bank of Australia's policy, affecting card network fees.Sun 19:22
  • PayPal is a San Jose-based company, and its peer-to-peer service Venmo is linked to a Mastercard debit card.Sun 15:49
• Visa Inc. →

  American multinational financial services corporation

  • Morgan Stanley restated an overweight rating, Capital upped its target price, and TD Cowen reaffirmed a buy rating on Visa Inc.Mon 10:18
  • The Bank of Ghana maintained its policy rate while Visa and Access Bank launched a new payment service, coinciding with cocoa price adjustments in Ghana.Sat 18:37

Related events

• Pershing Square increased its Meta position and committed capital across payments, including Visa and Mastercard.Thu 07:51
• Pershing Square disclosed investment stakes in both Visa Inc. and Mastercard, noting that both companies collect fees on transaction volumes.Aug 15
• Bill Ackman views Visa as high-quality business and added Netflix to his fund portfolio, while ICE operates and owns the NYSE.Aug 14
• Bill Ackman built a $2.4 billion stake in Microsoft. Pershing Square sold its holding in Google parent Alphabet and increased its holding in Microsoft. Amazon was part of the tech quartet.Sep 20
• Bill Ackman's fund holds a significant stake in Netflix, which trades on the Nasdaq stock exchange.Aug 16