Dan Loeb's Third Point dialed up its conviction in big tech winners last quarter, buying still larger positions in Microsoft , Nvidia and Amazon , according to a quarterly regulatory filing. The fund added to all three megacap stocks in the third quarter and, in Microsoft's case, more than doubled its stake, making the Xbox and Windows maker Third Point's fourth-largest holding at the end of September. Loeb had dumped almost all of positions in the so-called Magnificent 7 earlier this year amid tariff concerns, but the latest moves show he's rebuilding his tech bets as market sentiment improves. Still, Third Point's largest holding remained PG & E , the beaten-down California utility working to repair its finances after a series of catastrophic wildfires. Loeb has been one of the company's

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