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Ackman bets on Amazon: $2 trillion and new strategies!
Bill Ackman invests in Amazon stock and exits Canadian Pacific to maximize profits from lower tariffs.
Ackman bets on Amazon: $2 trillion and new strategies!
On May 22, 2025, Bill Ackman informed his clients of significant changes at his hedge fund Pershing Square Capital Management. Loud tradingview.com The fund invested in Amazon shares last month, which is seen as a crucial move in the portfolio. Chief Investment Officer Ryan Israel called Amazon the most significant move as the fund bets on Amazon's rising earnings, boosted by smaller-than-feared tariffs from President Donald Trump.
Amazon's valuation is now over $2 trillion, making the company one of the most valuable in the world. Ackman is known for being an active investor whose decisions are closely watched. Amazon shares were considered too expensive until early April, when the price collapsed on news of large tariff increases. But Ackman and his team are confident in Amazon's ability to meet the challenges in its cloud computing division and don't see the tariffs as having a significant impact on its retail business.
Portfolio adjustments and sales
To finance the investment in Amazon, Ackman had to liquidate shares in Canadian Pacific. He deeply regrets this decision, as Canadian Pacific was a profitable investment that benefited from efforts to reduce carbon emissions, such as marketscreener.com reported. Ackman had built a new stake in Canadian Pacific in 2022 and showed confidence in both the team and the company's long-term future.
In addition to the changes at Canadian Pacific, the team also reduced investments in Chipotle Mexican Grill, Hilton Worldwide Holdings and Universal Music Group. Another strategy involved exchanging Nike shares for call options, a practice referred to as a deep-in-the-money strategy. Pershing Square has also added shares in Hertz and Uber to its portfolio.
The developments surrounding Amazon and the Pershing Square portfolio demonstrate Ackman's strategic approach in an ever-changing market environment. Investors and analysts will follow the hedge fund's future decisions and the performance of Amazon shares with great interest.