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![DimitryNakhla Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::536792998.png) Dimitry Nakhla | Babylon Capital® [@DimitryNakhla](/creator/twitter/DimitryNakhla) on x 14.5K followers
Created: 2025-07-09 21:25:11 UTC

Even accounting for the current drop, Dev did generate roughly >$900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022

To your point though, it will be interesting to see if he trimmed $FICO in the latest quarter — wouldn’t be surprised if he added $MSFT as well

Maintaining that position in $FICO (32% allocation) despite its valuation, especially when it traded above $XXXXX in May 2025, is hard to justify imho


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943058876573573335/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[$msft](/topic/$msft)
[investment](/topic/investment)
[$fico](/topic/$fico)
[$900m](/topic/$900m)
[accounting](/topic/accounting)
[fair isaac corp](/topic/fair-isaac-corp)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/DimitryNakhla/status/1943058876573573335)

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DimitryNakhla Avatar Dimitry Nakhla | Babylon Capital® @DimitryNakhla on x 14.5K followers Created: 2025-07-09 21:25:11 UTC

Even accounting for the current drop, Dev did generate roughly >$900M from his $FICO investment since 2022 & $FICO is up more than +250% since 2022

To your point though, it will be interesting to see if he trimmed $FICO in the latest quarter — wouldn’t be surprised if he added $MSFT as well

Maintaining that position in $FICO (32% allocation) despite its valuation, especially when it traded above $XXXXX in May 2025, is hard to justify imho

XXXXX engagements

Engagements Line Chart

Related Topics msft $msft investment $fico $900m accounting fair isaac corp stocks technology

Post Link

post/tweet::1943058876573573335
/post/tweet::1943058876573573335