Billionaire Bill Ackman Just Sold 25% of His Stake in This Big Tech Giant for 2 AI Rivals

Billionaire investor Bill Ackman cut his AMZN position by 25% during Q2 while completely exiting GOOG and GOOGL, reallocating capital into MSFT and META. The moves signal a strategic pivot toward companies Ackman views as better positioned in artificial intelligence.

Ackman's Pershing Square increased holdings in MSFT and META, both of which have integrated AI more deeply into their core operations. Microsoft's Azure cloud platform and Copilot suite, alongside Meta's AI-driven advertising optimization and Llama language models, appear to have won favor over Alphabet's slower AI monetization and Amazon's more diversified focus.

The quarter-over-quarter reshuffling marks a clear bet on AI execution over breadth. While Ackman retained 75% of his Amazon stake—acknowledging its long-term value—the complete Alphabet exit and concentrated MSFT/META additions underscore his conviction that AI leadership will drive near-term outperformance.