Should You Follow Billionaire Bill Ackman Into His 2 Favorite Mag 7 Stocks?

Bill Ackman's Pershing Square began accumulating Microsoft (NASDAQ:MSFT) shares successful February 2026 and had built the presumption to astir $2.4 cardinal by the extremity of May 2026, a involvement Ackman disclosed publically connected X up of the fund's Q1 13F filing.

In parallel, Pershing Square has been gathering a abstracted Amazon (NASDAQ:AMZN) presumption from scratch since astir mid-2025, and Amazon present sits arsenic the fund's second-largest holding astatine astir $2.4 billion. Here investors person 2 mega-cap tech names, 2 multi-billion-dollar bets, and an activistic manager who seldom holds much than a twelve positions astatine once.

Microsoft (MSFT)

The Microsoft commercialized is the much revealing of the two. Microsoft banal is down 20.72% twelvemonth to day and 24.69% implicit the past year, trading adjacent $389.90 against a 52-week precocious of $551.05. Ackman sold Alphabet shares to money the bargain and framed the setup arsenic a marketplace overreaction to concerns astir Azure's durability and Microsoft's AI positioning, calling it a halfway holding astatine astir 21 times guardant earnings.

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The underlying numbers backmost the thesis. The company's fiscal Q3 2026 gross came successful astatine $82.89 billion, up 18.3% twelvemonth implicit year, with EPS of $4.27 beating estimates. Impressively, Microsoft's Intelligent Cloud conception grew 30%, its Azure nett halfway grew 40%, and Satya Nadella disclosed the "AI concern surpassed an yearly gross tally complaint of $37 billion, up 123% year-over-year." Commercial remaining show obligations astir doubled to $627 billion, portion the company's operating borderline inactive runs supra 46%. Forward P/E of 20x connected a concern compounding net supra 20% is wherever Ackman-style concentrated worth tends to strike.

Amazon (AMZN)

The Amazon telephone rhymes. Amazon trades astatine $232.55, fundamentally level implicit the past twelvemonth contempt Q1 2026 gross of $181.52 billion, up 16.6%, and an EPS bushed of $2.78 versus $1.73 expected. AWS grew 28%, its fastest gait successful 15 quarters, connected a basal supra $37 cardinal per quarter. Advertising ran astatine $17.24 billion, up 24%. Amazon's in-house silicon effort (Graviton, Trainium, Nitro) crossed a $20 cardinal tally complaint with triple-digit growth, and OpenAI committed to astir 2 GW of Trainium capableness opening 2027. Value-oriented managers including David Tepper and Seth Klarman person besides added to Amazon successful caller quarters.