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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, Pershing Square Holdings. This analysis is provided for institutional research purposes only and is not investment advice.
"Restaurants, media, technology and transportation sectors."
This is a quarterly portfolio update from Pershing Square Holdings showing performance metrics and portfolio composition data. The fund delivered 3.2% net performance in March and 6.8% year-to-date through Q1 2024. The portfolio maintains a concentrated approach with 10 long positions and no short positions, representing 103% net exposure. The fund focuses primarily on large-cap investments (92% of portfolio) with some mid-cap exposure (11%). Sector allocation includes financials, restaurants, hospitality, media, technology, real estate, and transportation. Assets under management total $15.2 billion for Pershing Square Holdings specifically, with total firm AUM of $19.0 billion including other vehicles. The document provides standard performance disclosures and fee structure information but contains no investment commentary, market outlook, or specific position details beyond sector classifications. Individual positions are only disclosed after accumulation is completed according to the fund's policy.
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Market Conviction
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