Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker MSFT holders clear

50 managers with a move of 137 featured filed through 14 Aug 6 shown managers newest 13Fs

MSFT · reduce

6 shown
New 5 Exit 6 Add 5 Reduce 6 all moves 22
all time today 7d 14d
≥1 pp all sizes
reset

6 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker action manager Δ port detail period
14 Aug 3
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
7 Aug 1
MSFT Reduce Jensen Investment Management −1.88 pp −37.1% 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