(HedgeCo.Net) Sir Christopher Hohn’s TCI Fund Management has sharply reduced its long-standing Microsoft position, marking one of the clearest signals yet that even the world’s most successful concentrated hedge fund investors are beginning to separate artificial intelligence winners from artificial intelligence incumbents.
According to the Financial Times, TCI cut its Microsoft exposure from roughly 10% of the portfolio to about 1% by the end of March 2026, effectively slashing an approximat...
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