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136 of 137 reporting

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MSFT

Microsoft Corp

Owners
60 of 136
Q4→Q1
2 new · 7 exit
Featured long
$23.6B

Heaviest in their book · % of manager

Manager Fund Book Flow
  1. Robert Karr Joho Capital 30.6% −14.2%
  2. Chris James Meritage Group 17.8% +0.7%
  3. Altarock Partners 16.8% −10.3%
  4. Grant Wonders Voyager Global Management 16.7% +29.3%
  5. Triple Frond Partners 13.6%
  6. Vulcan Value Partners 10.9% −2.9%
  7. Jensen Investment Management 8.6% −11.7%
  8. Brad Gerstner Altimeter Capital Management 7.7% −7.3%
  9. Mairs & Power 7.4% +1.5%
  10. Polen Capital Management 7.3% −27.2%
  11. Terry Smith Fundsmith 6.0% Reduce
  12. David Katz Matrix Asset Advisors 5.8% +20.1%
  13. David Rolfe Wedgewood Partners 5.7% −4.6%
  14. Lewis Sanders Sanders Capital 5.5% +2.0%
  15. Ako Capital 5.3% −28.0%
  16. Farallon Capital Management 5.0% +5.9%
  17. Don Yacktman Yacktman Asset Management 4.9% +3.0%
  18. Wallace Weitz Weitz Investment Management 4.4% +16.1%
  19. Torray Investment Partners 4.2% +128.9%
  20. Chase Coleman Tiger Global Management 4.1% −54.4%
  21. Kentucky Trust Co. Kentucky Trust 3.5% +0.3%
  22. Estuary Capital Management 3.4% −27.8%
  23. Muhlenkamp & Co. 3.2% −0.2%
  24. Philippe Laffont Coatue Management 3.2% −52.0%
  25. Lee Ainslie Maverick Capital 3.1% −36.9%
  26. Hillman Capital Management 2.8% +2.3%
  27. William Von Mueffling Cantillon Capital Management 2.7% −11.9%
  28. Eric Mandelblatt Soroban Capital Partners 2.6% −7.8%
  29. Robert Vinall Rv Capital AG 2.5% +119.3%
  30. Dodge & Cox 2.4% +60.7%
  31. Andreas Halvorsen Viking Global Investors 2.4% −28.2%
  32. Arnold Van Den Berg Van Den Berg Management I 2.3% +58.8%
  33. Chris Hohn Tci Fund Management 2.2% −83.7%
  34. Senator Investment Group 2.0% −36.0%
  35. Corvex Management 1.9% −24.2%
  36. Duan Yongping H&H International Investment 1.9% +18.3%
  37. Thomas Gayner Markel Group 1.7% +0.4%
  38. Murphy Pohlad Murphy Pohlad Asset Management 1.5% +0.3%
  39. Robert Olstein Olstein Capital Management 1.4% +67.0%
  40. George Soros Soros Fund Management 0.9% −19.4%
  41. First Eagle Investment Management 0.7% +137.6%
  42. David Tepper Appaloosa 0.6% −82.0%
  43. Davidson Kempner Capital Management 0.4% −43.0%
  44. Nehal Chopra Ratan Capital Management 0.3% −96.1%
  45. John Rogers Ariel Investments 0.3% −63.9%
  46. Alex Sacerdote Whale Rock Capital Management 0.3% New
  47. Kahn Brothers Group 0.1% −12.5%
  48. Christopher Davis Davis Selected Advisers 0.1% +29.1%
  49. Ron Baron Bamco Inc. (Baron Capital) 0.08% −78.4%
  50. Steven Check Check Capital Management 0.07% −0.8%
  51. Murray Stahl Horizon Kinetics Asset Management 0.03% −3.9%
  52. Francois Rochon Giverny Capital 0.03% +12.1%
  53. Cathie Wood Ark Investment Management 0.02% −6.5%
  54. Thomas Russo Gardner Russo & Quinn 0.02% −4.3%
  55. Glenn Greenberg Brave Warrior Advisors 0.02% +285.7%
  56. Bill Nygren / Oakmark Harris Associates L P — −1.4%
  57. Sarah Ketterer Causeway Capital Management — −20.0%
  58. Richard Pzena Pzena Investment Management — New
  59. Ruane, Cunniff & Goldfarb — +7.0%
  60. Ben Hoskin Value Aligned Research Advisors —

60 current · 7 exit · click a manager to enter their lot

long equity only · options excluded · as-of 31 Mar 2026 · missing managers stay out · 2025 Q4→2026 Q1 from filings