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131 of 137 reporting

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MSFT

Microsoft Corp

Owners
55 of 131
Q1→Q2
5 new · 6 exit
Featured long
$25.3B

Heaviest in their book · % of manager

Manager Fund Book Flow
  1. Robert Karr Joho Capital 23.3% −6.9%
  2. Altarock Partners 20.5% +25.0%
  3. Chris James Meritage Group 18.4% +0.6%
  4. Grant Wonders Voyager Global Management 17.5% +28.3%
  5. Bill Ackman Pershing Square 11.9% New
  6. Triple Frond Partners 11.7%
  7. Vulcan Value Partners 11.2% −11.0%
  8. Dennis Hong Shawspring Partners 7.3% New
  9. David Rolfe Wedgewood Partners 6.9% +21.1%
  10. Polen Capital Management 6.7% −26.3%
  11. Mairs & Power 6.7% +0.4%
  12. Jensen Investment Management 6.7% −37.1%
  13. Estuary Capital Management 6.4% +85.2%
  14. Lewis Sanders Sanders Capital 6.0% +29.9%
  15. Ako Capital 5.5% −14.6%
  16. David Katz Matrix Asset Advisors 5.2% +0.9%
  17. Brad Gerstner Altimeter Capital Management 4.8% +7.1%
  18. Ram Parameswaran Octahedron Capital Management 4.8% New
  19. Don Yacktman Yacktman Asset Management 4.7% +1.6%
  20. Terry Smith Fundsmith 4.4% −23.2%
  21. Wallace Weitz Weitz Investment Management 4.0% −9.6%
  22. William Von Mueffling Cantillon Capital Management 3.9% −93.8%
  23. Chase Coleman Tiger Global Management 3.5% −9.3%
  24. Kentucky Trust Co. Kentucky Trust 3.3% +1.8%
  25. Robert Vinall Rv Capital AG 3.2% +31.2%
  26. Hillman Capital Management 2.8% −4.9%
  27. Lee Ainslie Maverick Capital 2.7% +14.7%
  28. Dodge & Cox 2.5% +7.3%
  29. Eric Mandelblatt Soroban Capital Partners 2.5% −12.2%
  30. Philippe Laffont Coatue Management 2.3% +18.4%
  31. Arnold Van Den Berg Van Den Berg Management I 2.2% +1.0%
  32. Farallon Capital Management 1.9% −52.5%
  33. Torray Investment Partners 1.8% −53.5%
  34. Andreas Halvorsen Viking Global Investors 1.6% −36.8%
  35. Thomas Gayner Markel Group 1.5%
  36. Corvex Management 1.5%
  37. Duan Yongping H&H International Investment 1.5% −25.8%
  38. Murphy Pohlad Murphy Pohlad Asset Management 1.5% −0.5%
  39. First Eagle Investment Management 1.2% +46.4%
  40. George Soros Soros Fund Management 0.9% −10.4%
  41. Rule One Partners 0.3% New
  42. Christopher Davis Davis Selected Advisers 0.2% +18.5%
  43. Kahn Brothers Group 0.1%
  44. Steven Check Check Capital Management 0.06% +2.5%
  45. Ron Baron Bamco Inc. (Baron Capital) 0.04% −13.6%
  46. Bill Nygren / Oakmark Harris Associates L P 0.03% +915.4%
  47. Murray Stahl Horizon Kinetics Asset Management 0.03% −0.4%
  48. Glenn Greenberg Brave Warrior Advisors 0.03% +111.1%
  49. Christopher Bloomstran Semper Augustus Investments Group 0.03% New
  50. Francois Rochon Giverny Capital 0.02% −6.4%
  51. Cathie Wood Ark Investment Management 0.01% −3.5%
  52. Thomas Russo Gardner Russo & Quinn 0.01% +1.1%
  53. Richard Pzena Pzena Investment Management — −0.9%
  54. Ruane, Cunniff & Goldfarb —
  55. Sarah Ketterer Causeway Capital Management — −22.3%

55 current · 6 exit · click a manager to enter their lot

long equity only · options excluded · as-of 30 Jun 2026 · missing managers stay out · 2026 Q1→2026 Q2 from filings