Portfolio changes · featured 13Fs
Activity
Moves in MSFT across featured managers — New / Exit / Add / Reduce.
MSFT · new
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| MSFT | New | Dennis Hong - Shawspring Partners | +7.31 pp | opened 7.3% | Q1→Q2 |
| MSFT | New | Ram Parameswaran - Octahedron Capital Management | +4.77 pp | opened 4.8% | Q1→Q2 |
| MSFT | New | Rule One Partners | +0.29 pp | opened 0.29% | Q1→Q2 |
| MSFT | New | Christopher Bloomstran - Semper Augustus Investments Group | +0.03 pp | opened 0.03% | Q1→Q2 |
| 5 Aug 1 | |||||
| MSFT | New | Steven Check - Check Capital Management | +0.06 pp | opened 0.06% | 2026 Q2 restated |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home