Portfolio changes · featured 13Fs

Activity

Moves in MSFT across featured managers — New / Exit / Add / Reduce.

50 managers with a move of 137 featured filed through 17 Aug 19 shown managers newest 13Fs

MSFT · reduce · all sizes

19 shown

19 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
MSFT	Reduce	Muhlenkamp & Co.	+0.33 pp	−0.5% sh	Q1→Q2
14 Aug 10
MSFT	Reduce	Robert Karr - Joho Capital	−7.34 pp	−6.9% sh	Q1→Q2
MSFT	Reduce	Farallon Capital Management	−3.03 pp	−52.5% sh	Q1→Q2
MSFT	Reduce	Terry Smith - Fundsmith	−1.64 pp	−23.2% sh	Q1→Q2
MSFT	Reduce	Andreas Halvorsen - Viking Global Investors	−0.84 pp	−36.8% sh	Q1→Q2
MSFT	Reduce	Chase Coleman - Tiger Global Management	−0.52 pp	−9.3% sh	Q1→Q2
MSFT	Reduce	Duan Yongping - H&H International Investment	−0.41 pp	−25.8% sh	Q1→Q2
MSFT	Reduce	Eric Mandelblatt - Soroban Capital Partners	−0.11 pp	−12.2% sh	Q1→Q2
MSFT	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.05 pp	−13.6% sh	Q1→Q2
MSFT	Reduce	George Soros - Soros Fund Management	+0.01 pp	−10.4% sh	Q1→Q2
MSFT	Reduce	Francois Rochon - Giverny Capital	0.00 pp	−6.4% sh	Q1→Q2
13 Aug 1
MSFT	Reduce	Sarah Ketterer - Causeway Capital Management	0.00 pp	−22.3% sh	Q1→Q2
12 Aug 2
MSFT	Reduce	Wallace Weitz - Weitz Investment Management	−0.42 pp	−9.6% sh	Q1→Q2
MSFT	Reduce	Ako Capital	+0.13 pp	−14.6% sh	Q1→Q2
10 Aug 1
MSFT	Reduce	Vulcan Value Partners	+0.32 pp	−11.0% sh	Q1→Q2
7 Aug 1
MSFT	Reduce	Jensen Investment Management	−1.88 pp	−37.1% sh	Q1→Q2
4 Aug 1
MSFT	Reduce	Polen Capital Management	−0.55 pp	−26.3% sh	Q1→Q2
30 Jul 1
MSFT	Reduce	Torray Investment Partners	−2.40 pp	−53.5% sh	Q1→Q2
29 Jul 1
MSFT	Reduce	William Von Mueffling - Cantillon Capital Management	+1.13 pp	−93.8% 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