
Founder & CEO, Pershing Square United States
Conservative
The activist investor as X pundit: long American big tech, loud on politics, and convinced one good essay can move a market — or an election.
Community poll — liberal or conservative?
Built Amazon into Pershing Square's second-largest holding (~$2.4B) and added a large Microsoft stake — buying AI infrastructure leaders being "punished" for capex, companies he said were "never cheap enough" until now.
I am going to formally endorse @realDonaldTrump. (...) I assure you that I have made this decision carefully, rationally, and by relying on as much empirical data as possible.
Source: Post on X (via Benzinga) ↗Called accusations that he talked the market down to profit "absurd," noting he had disclosed being long and was redeploying the hedge gains into stocks.
Source: CNBC ↗The rest of the record — every position, the goals behind them, and where a newer stance sits awkwardly with an older one — is on the details page.