Ackman buys lots of Uber in Q1 and completely clears Nike before the "equal tariffs"

The 13F report shows that the American billionaire and hedge fund legend Bill Ackman's Pershing Square Capital Management company bought 1 new stock and increased holdings in 3 stocks in the first quarter, while also selling all shares in 1 stock and reducing holdings in 4 stocks. The top ten holdings accounted for 99.5% of the total portfolio value. The top ten holdings are concentrated in non-essential consumer goods, real estate, and IT industries. In the first quarter, the company added a new position in the ride-sharing giant Uber, which immediately became the institution's top holding. Google Class A shares were added to the portfolio, while other positions were either reduced or remained unchanged.