Question 1

Why did Bill Ackman buy Microsoft stock in early 2026?

Accepted Answer

Ackman said investors were not giving Microsoft enough credit for its 365 office suite and AI investments, and he called the stock's valuation "highly compelling" after its share price declined.

Question 2

Did Ackman and Loeb agree on any tech stock in Q1 2026?

Accepted Answer

Yes. Both Pershing Square and Third Point opened new positions in Meta Platforms during the first quarter.

Question 3

How much of its Microsoft position did Third Point sell?

Accepted Answer

Third Point sold all 925,000 of its Microsoft shares during Q1 2026, liquidating a position the fund had held since late 2022.

Third Point

Ackman backs Microsoft while Loeb moves into Alphabet

One sharp brief.
Every day.

Third Point

Ackman backs Microsoft while Loeb moves into Alphabet

One sharp brief.Every day.

One sharp brief.
Every day.