Milk Road Stocks @MilkRoadStocks · 21 Aug 2026
Bill Ackman has zero exposure to semis in his portfolio. He think the real opportunity is one layer away. His largest position is $UBER at 12.7% ($2.5B), followed by Brookfield at 12.6% and $MSFT at 11.9%. He added 4 brand new positions this quarter: $VISA: 5.8% $MA: 5.6% https://t.co/pdvz9C0zHO
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