Bill Ackman says Pershing Square built Microsoft stake in first quarter

Bill Ackman said Pershing Square built a Microsoft position in the first quarter, citing what reports described as a compelling valuation.

Bill Ackman said Pershing Square built a position in Microsoft during the first quarter, according to a link summary of CNBC and other financial-news reports.

The billionaire investor’s reported move adds another prominent name to the list of market watchers taking a fresh look at major technology stocks after a volatile stretch for the group. The available source material does not specify the size of the stake, the timing of individual purchases or whether the position has changed since the first quarter.

Other linked summaries described Ackman as bullish on Microsoft and said Pershing Square cited the company’s valuation as “compelling” or “highly compelling.” Microsoft is also identified in the source bundle as an OpenAI partner, a factor that has kept the company closely watched by investors tracking artificial intelligence spending and adoption.

The report is notable because Ackman’s public investment comments often draw attention across markets, but the limited source text available here leaves important details unresolved. Investors will be watching for any formal filing, portfolio update or additional statement from Pershing Square that clarifies the size and current status of the Microsoft holding.