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Nightview Fund Exits Three Holdings, Opens Microsoft and Hyatt Stakes in Q3
Microsoft and Hyatt Hotels Corp. represented 3.54% and 3.44% of reported holdings, respectively, on Sept. 30.

The Nightview Fund fully exited Autodesk, Las Vegas Sands and Brookfield Renewable in the third quarter of 2026, while opening positions in Microsoft and Hyatt Hotels Corp.
Nightview described the exits as reflecting stronger conviction in other investment ideas. It added Hyatt to broaden its hospitality exposure beyond casinos.
At Sept. 30, Microsoft represented 3.54% of reported holdings and Hyatt represented 3.44%.