Microsoft Corp. (MSFT)

Sector:Information Technology
Super Investor Stats:
Ownership count:32
Ownership rank:1
% of all portfolios:2.677%
Hold Price * :$420.79
History Portfolio Manager Activity Share change % change to portfolio
Q1  2021
John Armitage - Egerton Capital Add 20.50% 1,016,737 1.26
Daniel Loeb - Third Point Add 23.08% 300,000 0.48
Stephen Mandel - Lone Pine Capital Add 23.95% 1,512,102 1.29
Chris Hohn - TCI Fund Management Add 43.10% 6,168,906 4.22
Robert Olstein - Olstein Capital Management Add 53.33% 8,000 0.26
Viking Global Investors Reduce 28.06% 3,322,062 2.33
Lee Ainslie - Maverick Capital Reduce 16.89% 243,103 0.54
David Tepper - Appaloosa Management Reduce 16.36% 90,000 0.31
Jensen Investment Management Reduce 7.04% 270,573 0.51
Dodge & Cox Reduce 6.79% 537,200 0.16
David Rolfe - Wedgewood Partners Reduce 4.63% 6,827 0.25
William Von Mueffling - Cantillon Capital Management Reduce 3.22% 21,382 0.04
Torray Funds Reduce 1.51% 632 0.02
David Katz - Matrix Asset Advisors Reduce 1.42% 2,345 0.08
Thomas Russo - Gardner Russo & Quinn Reduce 1.38% 50 0.00
Christopher Davis - Davis Advisors Reduce 1.09% 5,052 0.01
First Eagle Investment Management Reduce 0.32% 9,613 0.01
Terry Smith - Fundsmith Reduce 0.19% 23,045 0.02
Q4  2020
Thomas Gayner - Markel Group Add 0.02% 100 0.00
David Katz - Matrix Asset Advisors Add 0.40% 667 0.03
Jensen Investment Management Add 0.43% 16,532 0.03
Terry Smith - Fundsmith Add 1.20% 142,879 0.11
Francois Rochon - Giverny Capital Add 1.39% 49 0.00
Polen Capital Management Add 2.95% 434,777 0.22
Chase Coleman - Tiger Global Management Add 4.19% 478,000 0.27
Thomas Russo - Gardner Russo & Quinn Add 5.28% 182 0.00
Robert Olstein - Olstein Capital Management Add 5.63% 800 0.03
Daniel Loeb - Third Point Add 18.18% 200,000 0.34
Lee Ainslie - Maverick Capital Add 19.31% 232,921 0.83
John Armitage - Egerton Capital Add 21.46% 876,370 1.10
Viking Global Investors Add 43.37% 3,581,072 2.19
David Tepper - Appaloosa Management Add 81.82% 247,500 0.82
Triple Frond Partners Reduce 34.03% 129,000 3.50
Dodge & Cox Reduce 8.46% 731,500 0.23
David Rolfe - Wedgewood Partners Reduce 8.15% 13,098 0.43
Christopher Davis - Davis Advisors Reduce 3.74% 18,010 0.02
Torray Funds Reduce 3.74% 1,627 0.06
Yacktman Asset Management Reduce 2.23% 42,030 0.12
Stephen Mandel - Lone Pine Capital Reduce 1.99% 127,999 0.10
First Eagle Investment Management Reduce 0.67% 20,038 0.01
William Von Mueffling - Cantillon Capital Management Reduce 0.44% 2,938 0.00
Steven Romick - FPA Crescent Fund Sell 100.00% 744,724 2.34
Q3  2020
Stephen Mandel - Lone Pine Capital Add 3.30% 205,700 0.19
Mairs & Power Growth Fund Add 3.65% 50,000 0.24
Chase Coleman - Tiger Global Management Add 3.66% 402,583 0.24
David Tepper - Appaloosa Management Add 9.01% 25,000 0.09
David Rolfe - Wedgewood Partners Add 97.67% 79,400 2.64
Viking Global Investors Add 122.52% 4,546,346 3.45
Daniel Loeb - Third Point Buy 1,100,000 2.32
Triple Frond Partners Buy 379,050 6.76
Steven Romick - FPA Crescent Fund Reduce 21.13% 199,494 0.63
Lee Ainslie - Maverick Capital Reduce 16.95% 246,274 0.96
Polen Capital Management Reduce 16.62% 2,934,455 1.65
Dodge & Cox Reduce 16.32% 1,685,900 0.59
Christopher Davis - Davis Advisors Reduce 14.21% 79,854 0.09
First Eagle Investment Management Reduce 13.03% 449,992 0.28
David Katz - Matrix Asset Advisors Reduce 7.13% 12,658 0.52
Robert Olstein - Olstein Capital Management Reduce 6.58% 1,000 0.04
Jensen Investment Management Reduce 6.39% 260,983 0.49
Yacktman Asset Management Reduce 3.38% 65,890 0.21
Torray Funds Reduce 1.33% 587 0.02
William Von Mueffling - Cantillon Capital Management Reduce 1.08% 7,316 0.01
Chris Hohn - TCI Fund Management Reduce 0.98% 140,941 0.11
Terry Smith - Fundsmith Reduce 0.21% 25,399 0.02
John Armitage - Egerton Capital Reduce 0.20% 8,153 0.01
Q2  2020
William Von Mueffling - Cantillon Capital Management Add 1.03% 6,907 0.01
John Armitage - Egerton Capital Add 1.42% 57,306 0.09
Chase Coleman - Tiger Global Management Add 2.01% 217,367 0.17
Chris Hohn - TCI Fund Management Add 3.28% 458,722 0.37
Stephen Mandel - Lone Pine Capital Add 5.25% 310,868 0.33
Mairs & Power Growth Fund Add 9.60% 120,000 0.59
Polen Capital Management Add 10.03% 1,609,874 0.99
Lee Ainslie - Maverick Capital Add 16.48% 205,515 0.88
David Tepper - Appaloosa Management Add 208.33% 187,500 0.66
Francois Rochon - Giverny Capital Buy 3,529 0.07
Robert Olstein - Olstein Capital Management Reduce 26.21% 5,400 0.21
Viking Global Investors Reduce 24.28% 1,189,664 1.05
Steven Romick - FPA Crescent Fund Reduce 23.39% 288,333 0.83
Yacktman Asset Management Reduce 16.91% 397,237 1.29
Dodge & Cox Reduce 10.24% 1,178,500 0.40
Thomas Russo - Gardner Russo & Quinn Reduce 4.17% 150 0.00
David Katz - Matrix Asset Advisors Reduce 3.48% 6,408 0.25
First Eagle Investment Management Reduce 3.20% 114,239 0.07
David Rolfe - Wedgewood Partners Reduce 3.16% 2,653 0.09
Jensen Investment Management Reduce 3.16% 133,558 0.26
Christopher Davis - Davis Advisors Reduce 2.42% 13,910 0.02
Torray Funds Reduce 0.61% 269 0.01
Terry Smith - Fundsmith Reduce 0.15% 18,063 0.02
Harry Burn - Sound Shore Sell 100.00% 157,850 2.68
Q1  2020
Thomas Gayner - Markel Group Add 0.84% 4,000 0.01
Polen Capital Management Add 2.87% 448,311 0.31
Mairs & Power Growth Fund Add 11.11% 125,000 0.55
Stephen Mandel - Lone Pine Capital Add 16.86% 854,877 0.82
Chris Hohn - TCI Fund Management Add 31.06% 3,316,986 2.48
Lee Ainslie - Maverick Capital Add 103.35% 633,838 2.11
Viking Global Investors Add 257.74% 3,530,518 2.90
David Katz - Matrix Asset Advisors Add 925.14% 166,063 5.97
David Tepper - Appaloosa Management Buy 90,000 0.43
William Von Mueffling - Cantillon Capital Management Buy 667,460 1.16
David Rolfe - Wedgewood Partners Buy 83,949 2.51

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.