David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning?

David Tepper’s Appaloosa Management cut its Microsoft position by roughly 82% in the first quarter of 2026, while Bill Ackman’s Pershing Square went the other direction, initiating a brand-new stake of roughly 5.65 million shares worth about $2.09 billion at quarter-end. Ackman started accumulating in February after Microsoft (NASDAQ:MSFT) sold off following fiscal Q2 earnings, ... David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning?

David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning?

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