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This article first appeared on GuruFocus. 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. Warning! GuruFocus has detected 7 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator.TSLA GF Value chart 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.
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