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 17 Aug 22 shown managers newest 13Fs

MSFT

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

22 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 16
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
MSFT Exit Chris Hohn - Tci Fund Management −2.24 pp was 2.2% Q1→Q2
MSFT Exit David Tepper - Appaloosa −0.56 pp was 0.56% Q1→Q2
MSFT Exit Davidson Kempner Capital Management −0.42 pp was 0.42% Q1→Q2
MSFT Exit John Rogers - Ariel Investments −0.26 pp was 0.26% Q1→Q2
MSFT Exit Alex Sacerdote - Whale Rock Capital Management −0.26 pp was 0.26% Q1→Q2
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
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
12 Aug 1
MSFT Exit Senator Investment Group −2.04 pp was 2.0% Q1→Q2
7 Aug 1
MSFT Reduce Jensen Investment Management −1.88 pp −37.1% sh Q1→Q2
5 Aug 1
MSFT New Steven Check - Check Capital Management +0.06 pp opened 0.06% 2026 Q2 restated
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