Form D · Hedge Fund

Pershing Square Holdings, Ltd.

St. Peter Port, Y7 · CIK 0001565935

Offering snapshot reported Mar 17, 2014 · SEC filing

Reported sold: $1.08B
Investors reported: 132
Minimum accepted: $0
First sale: Dec 31, 2012

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$1,081,265,479 → $1,081,826,014

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 17, 2014	Amendment	$1,081,826,014	$560,535vs Mar 15, 2013	132	SEC filing
Mar 15, 2013	Amendment	$1,081,265,479	-$60,755,985vs Jan 14, 2013	132	SEC filing
Jan 14, 2013	Initial	$1,142,021,464	No comparison	132	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-190142

The fund's placement agents receive a portion of the management fees otherwise paid to the fund's manager in connection with investors introduced to the fund by the placement agents.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
J.P. Morgan Securities Inc.	79
Credit Suisse Securities (Europe) Limited	None

Source: Form D, filed Mar 17, 2014. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

PERSHING SQUARE HOLDINGS, LTD.

Investment adviser: PERSHING SQUARE CAPITAL MANAGEMENT, L.P.

Gross asset value: $17.9B
Beneficial owners: 527
ADV minimum commitment: $0

Reported in Form ADV on Jun 3, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator NORTHERN TRUST INTERNATIONAL FUND ADMINISTRATION SERVICES (GUERNSEY) LIMITED ST PETER PORT, Guernsey Investor statements: No (provided to no investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG ST. PETER PORT, Guernsey Other funds reporting this name →

Custodian BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian BNY MELLON INVESTMENT SERVICING (US) INC. WILMINGTON, Delaware, United States Related to adviser: No Other funds reporting this name →

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian UBS SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

ERNST & YOUNG
PCAOB 1438

GOLDMAN SACHS & CO. LLC
SEC 8-129

UBS SECURITIES LLC
SEC 8-22651

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$13,689,053,411	614	Mar 31, 2022
2022	$12,934,871,464	459	Mar 30, 2023
2023	$14,957,922,964	467	Mar 28, 2024
2024	$16,325,123,639	511	Mar 28, 2025
2025	$17,948,364,660	509	Mar 30, 2026

Filing source

Form ADV 2094769 · Jun 3, 2026 · Schedule D 7.B.(1), fund 805-3454124007

Reported by PERSHING SQUARE CAPITAL MANAGEMENT, L.P. (CRD 132982).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Richard John Battey	Director
Nicholas A. Botta	Director
Pershing Square Capital Management, L.P. Pershing Square Capital Management, L.P.	Promoter
William Scott	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

First Floor, Royal Chambers St. Julian's Avenue, P.O. Box 650
St. Peter Port, Y7, GY1 3JX