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Pershing Square Capital Management, L.P.

SEC Form 13F institutional filer · CIK 0001336528

13F-HR · 6 reported holdings · 2026-03-31

Hedge fund manager.

Reported long-US-equity value

$8.25B

Top-10 concentration

100.0%

Pershing Square Capital Management, L.P. — $8.25B AUM allocation strategy

Pershing Square Capital Management, L.P. files SEC Form 13F and reports $8.25B of long US equity value across 6 reported holdings for 2026-03-31.

Its largest sector bet is Consumer Discretionary 28.9%, followed by Industrials 26.1% and Information Technology 25.4%.

The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Pershing Square Capital Management, L.P. — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$8.25B

total across 6 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

100% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$AMZN

+$AMZN +1.84M sh · +$167M

Biggest trims (shares)

$GOOGL$GOOG$UBER

−$GOOGL −5.85M sh · −$1.84B−$GOOG −646K sh · −$203M−$UBER −249K sh · −$313M

Added from nil (new positions)

$MSFT

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$HLT

$HLT ($870M last qtr)

Sector allocation (share of reported value)

Consumer Discretionary 29%Industrials 26%Information Technology 25%Communication Services 20%SECTORS
  • $XLYConsumer Discretionary28.9%
  • $XLIIndustrials26.1%
  • $XLKInformation Technology25.4%
  • $XLCCommunication Services19.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Broadline Retail 29%Passenger Ground Transportation 26%Systems Software 25%Interactive Media & Services 20%INDUSTRIES
  • Broadline Retail28.9%
  • Passenger Ground Transportation26.1%
  • Systems Software25.4%
  • Interactive Media & Services19.6%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

6 of 6 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AMZNAmazon.com Inc11.5M$2.39B+1.84M28.9%
$UBERUber Technologies Inc30M$2.15B-249K26.1%
$MSFTMicrosoft Corporation5.65M$2.09B25.4%
$METAMeta Platforms Inc2.66M$1.52B-12.7K18.4%
$GOOGLAlphabet Inc312K$89.4M-5.85M1.1%
$GOOGAlphabet Inc. Class C Capital Stock32.4K$9.31M-646K0.1%

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

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How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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