---
title: "Microsoft sees major investor turnover amid AI boom"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287003396.md"
description: "Microsoft experiences significant investor turnover as 3G Capital sells its shares and the Gates Foundation Trust exits to increase grantmaking. Meanwhile, Bill Ackman's Pershing Square acquires 5.65 million shares for $2.09 billion. Microsoft's AI revenue hits a $37 billion run rate, Azure grows by 40%, and GitHub Copilot will implement usage-based pricing in June."
datetime: "2026-05-20T04:11:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287003396.md)
  - [en](https://longbridge.com/en/news/287003396.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287003396.md)
---

# Microsoft sees major investor turnover amid AI boom

Investor exits: 3G Capital sold its Microsoft shares while adding semiconductor positions, and the Gates Foundation Trust ended a long-held stake to fund increased grantmaking. High-profile purchase: Bill Ackman’s Pershing Square bought 5.65 million Microsoft shares worth $2.09 billion, funded by selling Alphabet holdings. AI growth surge: Microsoft’s AI revenue reached a $37 billion run rate, Azure grew 40%, and GitHub Copilot will adopt usage-based pricing in June.

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