By Aditya Raghunath
Publication Date: 2026-05-19 17:02:00
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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Microsoft Is Firing on All Cylinders
If 3G sold Microsoft because the business is slowing down, the company’s fiscal Q3 earnings call (ended in March) tells a very different story.
In Q3, Microsoft Cloud reported revenue of $54.5 billion, an increase of 29% year-over-year.
Azure sales rose 40%, while the AI segment surpassed $37 billion in annualized revenue, up 123%.
Microsoft 365 Copilot, the company’s AI productivity tool, now has over 20 million paid seats. That figure grew 250% year-over-year, representing Microsoft’s fastest…
