Tesla fund makes surprise Microsoft bet, keeps Nvidia stake Faizan Farooque Thu, November 12, 2026 at 12:59 PM EST 1 min read MSFT +0.17% NVDA -5.38% TSLA -0.18% H -1.41% ADSK -0.19% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Microsoft Corp. (MSFT, Financials) became a new holding in the Nightview Fund during the third quarter of 2026 as the investment manager adjusted its portfolio.
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The fund also established a position in Hyatt Hotels while selling its entire stakes in Autodesk, Las Vegas Sands and Brookfield Renewable.
The changes reflect a shift in the fund's holdings, although the filing did not disclose the reasons behind the transactions.
Tesla remained Nightview's largest investment, accounting for approximately 11% of its portfolio.
Nvidia remained another large stake, comprising about 10% of assets. During the quarter, the fund mostly maintained its Nvidia position steady.
Microsoft's investment offers exposure to another big technology corporation with businesses in corporate software, cloud computing and artificial intelligence.
Hyatt gives exposure to the hotel business, another avenue for growth apart from technology.Meanwhile, sales of stakes in Autodesk, Las Vegas Sands and Brookfield Renewable lowered the fund's
exposure to design software, casino operations and renewable energy. Nightview did not reveal the size of its new Microsoft and Hyatt stakes.Investors will be watching the fund's next quarterly holdings filing for clues on whether it adds to those positions or reduces its large stakes in Tesla and Nvidia.
