Ackman and Loeb Take Opposite Tech Bets in Early 2026
Bill Ackman built a Microsoft stake while exiting Alphabet in early 2026. Daniel Loeb did the opposite, though both investors added Meta to their portfolios.
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Bill Ackman and Daniel Loeb diverged on tech bets as Ackman bought Microsoft while Loeb liquidated 925,000 shares. The moves highlight split sentiment among activist investors toward the "Magnificent Seven" AI leaders during the first quarter. Ackman and Loeb once ranked among Wall Street's loudest activist investors but have adopted a quieter tone in recent years, sidestepping public fights to focus on stock picking instead.
