Hua Er Jie Jian Wen·2025-05-16 05:32Core Insights - Bill Ackman's Pershing Square Capital Management significantly increased its stake in Uber, making it the largest holding in the portfolio, while also adding to positions in Brookfield and Google Class A shares, and completely exiting Nike [1][3][5]. Group 1: Major Portfolio Adjustments - Ackman increased his holdings in Uber Technologies by over 30.3 million shares, valued at $2.21 billion, which now constitutes 18.5% of the portfolio [3]. - The stake in Brookfield was raised by 17.52%, adding 6.11 million shares for a total of 41.05 million shares, valued at approximately $2.15 billion, making it the second-largest holding at 18.01% [6]. - Google Class A shares saw an increase of 451,000 shares, a rise of 11.33%, bringing the total to 4.438 million shares valued at around $686 million [6]. Group 2: Significant Exits and Reductions - Ackman completely exited his position in Nike, selling 18.769 million shares [5]. - The stake in Hilton Worldwide Holdings was reduced by 2.4398 million shares, a decrease of 44.84% [7]. - Ackman also reduced his holdings in Google Class C shares by 1.2236 million shares, a reduction of 16.21% [7].