Ge Long Hui·2026-02-18 01:33Group 1 - Tiger Global Management and Adage Capital Partners reduced their holdings in major AI companies, including Nvidia and Amazon, due to concerns over high valuations and insufficient returns on AI investments [1] - Tiger Global decreased its Microsoft shares from 6.5 million to 5.47 million, maintaining a stake valued at $2.6 billion, making it one of the largest investors in Microsoft [2] - The firm also reduced its Amazon holdings by 9.35%, bringing its total shares to 10 million, valued at $2.3 billion, and decreased its Nvidia position to a value of $2.1 billion [2] Group 2 - Adage Capital reported minor reductions in its stakes in Microsoft, Alphabet, Amazon, and Nvidia, with decreases ranging from 1% to 3% [2] - Adage increased its Oracle holdings by approximately 19%, reaching 1.87 million shares valued at about $365 million [2]