Portfolio changes · featured 13Fs
Activity
Moves in MSFT across featured managers — New / Exit / Add / Reduce.
MSFT · add
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MSFT | Add | Altarock Partners | +3.79 pp | +25.0% sh | Q1→Q2 |
| 14 Aug 4 | |||||
| MSFT | Add | Bill Ackman - Pershing Square | −3.37 pp | +9.8% sh | Q1→Q2 |
| MSFT | Add | Estuary Capital Management | +3.00 pp | +85.2% sh | Q1→Q2 |
| MSFT | Add | Brad Gerstner - Altimeter Capital Management | −2.88 pp | +7.1% sh | Q1→Q2 |
| MSFT | Add | David Rolfe - Wedgewood Partners | +1.24 pp | +21.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home