Microsoft Corp. (MSFT)

Sector:Information Technology
Super Investor Stats:
Ownership count:31
Ownership rank:2
% of all portfolios:2.722%
Hold Price * :$381.62
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Thomas Russo - Gardner Russo & Quinn Add 144.75% 3,086 0.01
Polen Capital Management Add 39.21% 2,804,205 2.54
John Armitage - Egerton Capital Add 32.29% 420,057 1.71
AKO Capital Add 13.53% 132,936 0.71
David Tepper - Appaloosa Management Add 3.98% 65,000 0.43
Thomas Gayner - Markel Asset Management Add 1.22% 6,000 0.02
Torray Funds Add 1.16% 479 0.03
Chris Hohn - TCI Fund Management Buy 10,638,165 11.12
Q3  2023
Viking Global Investors Add 151.60% 1,822,348 2.34
Daniel Loeb - Third Point Add 46.38% 705,000 3.43
David Tepper - Appaloosa Management Add 31.85% 395,000 2.46
Chase Coleman - Tiger Global Management Add 8.16% 462,360 1.08
Lee Ainslie - Maverick Capital Add 6.33% 19,733 0.15
Thomas Gayner - Markel Asset Management Add 1.34% 6,500 0.02
Francois Rochon - Giverny Capital Add 0.17% 6 0.00
Bill & Melinda Gates Foundation Trust Add 0.05% 21,500 0.02
Q2  2023
David Tepper - Appaloosa Management Add 376.92% 980,000 6.20
Daniel Loeb - Third Point Add 44.76% 470,000 2.34
John Armitage - Egerton Capital Add 20.88% 277,223 0.97
Viking Global Investors Add 14.77% 154,699 0.22
William Von Mueffling - Cantillon Capital Management Add 6.35% 90,508 0.22
Thomas Russo - Gardner Russo & Quinn Add 4.88% 104 0.00
Lee Ainslie - Maverick Capital Add 2.61% 7,931 0.06
Thomas Gayner - Markel Asset Management Add 1.25% 6,000 0.02
Francois Rochon - Giverny Capital Add 0.45% 16 0.00
Q1  2023
AKO Capital Add 58.60% 486,111 2.13
William Von Mueffling - Cantillon Capital Management Add 20.39% 241,558 0.57
Chase Coleman - Tiger Global Management Add 12.82% 674,257 1.77
David Tepper - Appaloosa Management Add 10.64% 25,000 0.39
Torray Funds Add 6.39% 2,594 0.13
Mairs & Power Growth Fund Add 4.69% 66,000 0.42
First Eagle Investment Management Add 0.03% 689 0.00
Terry Smith - Fundsmith Add 0.01% 1,065 0.00
Josh Tarasoff - Greenlea Lane Capital Buy 90,870 10.46
Q4  2022
AKO Capital Add 67.64% 334,692 1.30
Stephen Mandel - Lone Pine Capital Add 23.41% 663,003 1.52
Dodge & Cox Add 13.05% 857,200 0.24
Chris Hohn - TCI Fund Management Add 12.03% 2,391,274 1.92
Triple Frond Partners Add 10.30% 23,650 0.94
Robert Olstein - Olstein Capital Management Add 10.00% 3,000 0.11
Jensen Investment Management Add 5.07% 153,877 0.29
First Eagle Investment Management Add 1.30% 29,004 0.02
Mairs & Power Growth Fund Add 0.72% 10,000 0.06
Daniel Loeb - Third Point Buy 1,180,000 4.75
Glenn Greenberg - Brave Warrior Advisors Buy 1,700 0.01
Q3  2022
Bill & Melinda Gates Foundation Trust Add 4056.66% 38,320,050 26.26
Robert Olstein - Olstein Capital Management Add 36.36% 8,000 0.31
Viking Global Investors Add 18.47% 547,165 0.59
Chase Coleman - Tiger Global Management Add 16.40% 845,930 1.81
Dodge & Cox Add 14.93% 853,000 0.28
William Von Mueffling - Cantillon Capital Management Add 13.04% 139,323 0.29
Torray Funds Add 5.32% 2,084 0.10
Lee Ainslie - Maverick Capital Add 4.59% 26,438 0.14
AltaRock Partners Add 3.17% 86,500 0.66
Polen Capital Management Add 1.39% 131,430 0.09
Chris Hohn - TCI Fund Management Add 1.27% 248,642 0.20
Mairs & Power Growth Fund Add 1.01% 14,000 0.08
AKO Capital Buy 494,820 1.90
Q2  2022
Triple Frond Partners Add 23.39% 48,983 1.92
Hillman Value Fund Add 19.72% 3,846 0.48
Robert Olstein - Olstein Capital Management Add 18.92% 3,500 0.14
Chris Hohn - TCI Fund Management Add 13.69% 2,364,269 1.92
William Von Mueffling - Cantillon Capital Management Add 12.68% 120,166 0.26
John Armitage - Egerton Capital Add 11.90% 573,278 0.99
AltaRock Partners Add 3.67% 96,700 0.77
Jensen Investment Management Add 3.06% 90,314 0.19
Yacktman Asset Management Add 0.05% 1,004 0.00
Terry Smith - Fundsmith Add 0.02% 2,102 0.00
Q1  2022
Robert Olstein - Olstein Capital Management Add 54.17% 6,500 0.25
AltaRock Partners Add 53.20% 915,133 7.20
David Tepper - Appaloosa Management Add 23.03% 68,500 0.85
Viking Global Investors Add 13.17% 386,354 0.48
John Armitage - Egerton Capital Add 9.74% 427,351 0.69
David Rolfe - Wedgewood Partners Add 9.27% 12,050 0.52
Thomas Russo - Gardner Russo & Quinn Add 7.39% 255 0.00
Stephen Mandel - Lone Pine Capital Add 6.45% 302,617 0.56
Chris Hohn - TCI Fund Management Add 3.49% 581,722 0.49
William Von Mueffling - Cantillon Capital Management Add 2.88% 26,513 0.06
Mairs & Power Growth Fund Add 2.01% 28,000 0.16
David Katz - Matrix Asset Advisors Add 1.40% 2,218 0.09
Jensen Investment Management Add 0.46% 13,475 0.03
Q4  2021
John Armitage - Egerton Capital Add 8.96% 360,976 0.57
Terry Smith - Fundsmith Add 8.04% 968,000 0.79
Polen Capital Management Add 1.22% 122,871 0.07
Q3  2021
AltaRock Partners Add 108.93% 896,843 6.82
Thomas Russo - Gardner Russo & Quinn Add 1.50% 54 0.00
David Katz - Matrix Asset Advisors Add 0.22% 346 0.01
Bill & Melinda Gates Foundation Trust Buy 2,937,703 3.57
Q2  2021
William Von Mueffling - Cantillon Capital Management Add 56.70% 364,418 0.67
Polen Capital Management Add 4.25% 653,663 0.34
Mairs & Power Growth Fund Add 3.73% 53,000 0.26
Thomas Russo - Gardner Russo & Quinn Add 0.70% 25 0.00
Thomas Gayner - Markel Asset Management Add 0.14% 680 0.00
AltaRock Partners Buy 823,333 6.17
Q1  2021
Robert Olstein - Olstein Capital Management Add 53.33% 8,000 0.26
Chris Hohn - TCI Fund Management Add 43.10% 6,168,906 4.22
Stephen Mandel - Lone Pine Capital Add 23.95% 1,512,102 1.29
Daniel Loeb - Third Point Add 23.08% 300,000 0.48
John Armitage - Egerton Capital Add 20.50% 1,016,737 1.26
Chase Coleman - Tiger Global Management Add 15.40% 1,831,000 0.99

* "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.