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Barchart
Aditya Raghunath

3G Capital Exits Microsoft Stock in Major Portfolio Shift. MSFT Is Still One of the Best AI Plays Now.

Microsoft 3 3G Capital NOW Azure

According to recent reports, 3G Capital dumped its Microsoft (MSFT) position in Q1 of 2026. The New York-based private equity firm sold 90,000 shares of MSFT stock in the March quarter, doubled down on Alibaba (BABA), and gained exposure to chip stocks.

Despite the sale, I think Microsoft remains among the most compelling AI plays in the market right now. Let’s see why.

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