Bill Ackman Reduces Alphabet Stake to Invest in Microsoft Amid AI Opportunities
Billionaire investor Bill Ackman reduced his hedge fund's position in Alphabet (GOOG, GOOGL) during Q1 of 2026 and used the proceeds largely to increase holdings in Microsoft (MSFT). The move reflects a pattern similar to when he first invested in Alphabet after its AI struggles. Ackman cited valuation opportunities as key for both investments.
Topics: 13F filings AI stocks Alphabet (GOOG) Bill Ackman Microsoft (MSFT)