Bill Ackman just filed his Q2 portfolio updates and made some notable shifts in big tech. He increased his Microsoft stake by nearly 10%, making it his third-largest holding. He also added to Meta, and started new positions in Visa, Mastercard, S&P Global, and Netflix. On the sell side, Ackman completely closed out his remaining Alphabet position. He also cut his Amazon stake by 25%, though it is still his fifth-largest holding.