Tiger Global Boosts Microsoft and Nvidia Stakes, Cuts Crowdstrike Holdings

Tiger Global Management has increased its stake in Microsoft and Nvidia, while reducing its investment in Crowdstrike. The investment firm raised its stake in Microsoft to 7.3%, making it one of the company's largest shareholders. The investment in Nvidia was also increased, with the firm now owning 5.2% of the company's shares. Meanwhile, Tiger Global reduced its stake in Crowdstrike, the cybersecurity firm, to 4.4%.

Tiger Global Management has recently adjusted its investment portfolio, significantly increasing its stake in Microsoft and Nvidia while reducing its investment in CrowdStrike. As of the latest reports, Tiger Global now owns 7.3% of Microsoft's shares, making it one of the company's largest shareholders [1]. The investment firm also increased its stake in Nvidia, holding 5.2% of the company's shares. Conversely, Tiger Global reduced its investment in CrowdStrike, holding 4.4% of the cybersecurity firm's shares.

Microsoft's latest earnings and AI advancements have reignited investor enthusiasm, lifting shares to record highs before settling back on solid technical support [1]. The company's stock price surged over 10% after reporting strong fiscal Q2 earnings, reaching a high of $535.64. Azure's revenue exceeded Wall Street's expectations, surpassing $75 billion and solidifying Microsoft's position in the cloud computing market. The company's market capitalization briefly exceeded $4 trillion, highlighting its growing influence in AI and enterprise services.

Nvidia, which recently became the first public U.S. company to reach a $4 trillion market capitalization, stands out from its peers in the U.S. and China not only for its advanced chips but also for its computing ecosystem called Compute Unified Device Architecture, or CUDA [2]. The CUDA platform is helpful for parallel computing, or when multiple calculations are performed on a graphics processing unit at the same time. With the CUDA platform, developers can write code that uses the GPU's cores to perform multiple tasks simultaneously, making computing faster.

CrowdStrike, a global leader in cybersecurity, has seen its stock rebound after last year's high-profile outage incident [3]. The cybersecurity giant’s success story hinges on strong demand for its AI-driven Falcon platform, which is designed to detect, prevent, and neutralize threats with real-time speed and precision. More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter. Multi-year contracts, growing demand for Falcon Flex deals, and a robust pipeline of enhancements are further solidifying its position as a cybersecurity heavyweight. That said, as the calendar inches closer to August 27, when CrowdStrike is set to unveil its fiscal 2026 second-quarter results, anticipation is running high.

References:
[1] https://www.fxleaders.com/news/2025/08/12/microsoft-msft-stock-resumes-uptrend-on-gpt-5-rollout-and-record-azure-growth/
[2] https://www.morningstar.com/news/marketwatch/20250814146/how-nvidias-h20-chip-found-itself-at-the-2
[3] https://www.inkl.com/news/dear-crowdstrike-stock-fans-mark-your-calendars-for-august-27