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Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
Billionaire Ken Fisher’s Fisher Asset Management has significantly increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) in recent quarters, adding to a long-held position that dates back to 2010. After reducing its holdings considerably by early 2022, the fund boosted its stake by 867% in Q4 2025. Cisco projects over $5 billion in AI orders for fiscal year 2026, highlighting accelerated demand and product innovation, aligning with Fisher’s long-term understanding of the company’s underlying technological strength despite past market bubbles.