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Asset Manager ← All Institutions

Pershing Square Capital Management, L.P.

Q2 2025 · Filed 2025-08-14
Market Value
$13.7B
+26.1%
Holdings
11
New Purchases
1
Added To
4
Closed
0
Reduced
0
Top 10 Concentration
99.3%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 9.31% 0.00% +9.31% $1.3B
GOOGL 6.88% 6.30% +0.58% $945M
UBER 20.59% 20.27% +0.32% $2.8B
HTZ 0.76% 0.54% +0.22% $104M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HHH 9.27% 12.82% -3.55% $1.3B
QSR 11.11% 14.07% -2.97% $1.5B
BN 18.54% 19.73% -1.19% $2.5B
CMG 8.81% 9.93% -1.12% $1.2B
GOOG 8.17% 9.07% -0.90% $1.1B
HLT 5.88% 6.27% -0.39% $807M
SEG 0.68% 0.99% -0.31% $94M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $3.3B 24.4%
Large Cap 5 $8.9B 64.9%
Mid Cap 1 $1.3B 9.3%
Small Cap 2 $198M 1.4%

Portfolio Analytics

Avg Market Cap
$1.1T
Median Market Cap
$73.1B
Avg P/E
36.3
Median P/E
29.4
Avg Dividend Yield
0.00%
Avg Beta
1.29
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 UBER 20.59% 30,301,161 $2.8B $93.30 $619M
2 BN 18.54% 41,160,397 $2.5B $61.85 $397M +155,740 +0.4%
3 QSR 11.11% 23,000,914 $1.5B $66.29 -$8M
4 AMZN 9.31% 5,823,316 $1.3B $219.39 +5,823,316 NEW
5 HHH 9.27% 18,852,064 $1.3B $67.50 -$124M
6 CMG 8.81% 21,541,177 $1.2B $56.15 $128M
7 GOOG 8.17% 6,324,031 $1.1B $177.39 $134M
8 GOOGL 6.88% 5,362,980 $945M $176.23 $259M +925,000 +20.8%
9 HLT 5.88% 3,030,578 $807M $266.34 $124M +29,808 +1.0%
10 HTZ 0.76% 15,241,127 $104M $6.83 $45M +241,127 +1.6%
11 SEG 0.68% 5,023,780 $94M $18.65 -$14M

New Positions

SymbolValue% Port
AMZN $1.3B 9.31%
View SEC EDGAR Filings for Pershing Square Capital Management, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms