比尔·阿克曼——激进投资者；约十个大仓位、持有多年，公开喊话推动公司变革。
| 持仓 | 市值 | 占比 | 较上季 |
|---|---|---|---|
| UBERUber Technologies Inc | $2.48B | 12.7% | 加仓 +15% |
| BNBrookfield Corp | $2.45B | 12.6% | 减仓 -4% |
| MSFTMicrosoft Corp | $2.32B | 11.9% | 加仓 +10% |
| AMZNAmazon Com Inc | $2.04B | 10.5% | 减仓 -25% |
| HHHHoward Hughes Holdings Inc | $1.99B | 10.2% | 加仓 +48% |
| QSRRestaurant Brands Intl Inc | $1.87B | 9.6% | 加仓 +14% |
| METAMeta Platforms Inc | $1.80B | 9.2% | 加仓 +20% |
| VVisa Inc | $1.12B | 5.8% | 新建仓 |
| MAMastercard Incorporated | $1.09B | 5.6% | 新建仓 |
| SPGIS&P Global Inc | $1.06B | 5.4% | 新建仓 |
| NFLXNetflix Inc | $934.0M | 4.8% | 新建仓 |
| PSUSPershing Square Usa Ltd | $149.5M | 0.8% | 新建仓 |
| SEGSeaport Entmt Group Inc | $133.6M | 0.7% | 持平 |
| HTZHertz Global Hldgs Inc | $34.0M | 0.2% | 持平 |
13F 列出的是管理规模超 1 亿美元的机构在美股的多头持仓，季末后 45 天内申报。空头、期权结构和非美持仓不在内。来源：SEC EDGAR。