← Super investors
MSFT
Microsoft Corp
36 super-investor ownerscombined $15.45Blargest position 20.5%
3 NEW4 ADD3 TRIM2 EXIT
36 of the 83 super-investors we track hold MSFT, worth a combined $15.45B per their latest 13F filings. The largest position: AltaRock Partners at 20.5% of their portfolio. This quarter the cohort logged 7 buys and 5 sells on the name. Conviction score: 65 of 100 (how strongly the cohort backs it) — ranked #16 of 742 stocks. The stock is up 11.2x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 3 fewer super-investors hold it than in 2026Q1.
Held through it: Stanley Druckenmiller (23q straight), Chase Coleman (38q straight), Bill & Melinda Gates Foundation Trust (18q straight) and 44 more. All multibaggers the cohort held →
Why super-investors own MSFT
MSFT is held by 36 super-investors in our cohort, with a combined position value of $15.4B. The highest-conviction owner is AltaRock Partners at 20.5% of their portfolio. Cohort ownership has shrunk from 39 to 34 over the last four quarters — net interest is fading. This quarter the cohort registered 3 new positions, 4 added, 3 trimmed, 2 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- SA Asks: What's the best AI cybersecurity stock play right now? (MSFT:NASDAQ)Seeking Alpha ·
- Short Interest in Direxion Daily MSFT Bull 2X Shares (NASDAQ:MSFU) Declines By 54.5%MarketBeat ·
- Has Microsoft Stock Run Ahead Of Its AI Payoff?Trefis ·
- MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue StreamBarchart.com ·
- Microsoft Stock (MSFT) in Focus as Company Reassures Employees About AI Data Center ImpactsTipRanks ·
- Microsoft: The Rerating Is Probably Over For Now (Rating Downgrade) (NASDAQ:MSFT)Seeking Alpha ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Now: 34
Peak: 39
Owners (36) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 2.5% | 40q | $4.79B | 12,836,229 |
| 2 | Bill Ackman | 15.3% | — 1q | $2.09B | 5,654,078 |
| 3 | Joel Greenblatt | 0.8% | 40q | $1.41B | 3,770,405 |
| 4 | AltaRock Partners | 20.5% | 21q | $871M | 2,334,482 |
| 5 | Chase Coleman | 3.5% | 39q | $846M | 2,266,913 |
| 6 | Polen Capital Management | 6.7% | 36q | $783M | 2,098,613 |
| 7 | Mairs & Power Funds | 6.7% | 40q | $728M | 1,950,737 |
| 8 | First Eagle Investment Management | 1.2% | 40q | $724M | 1,940,215 |
| 9 | Viking Global Investors | 1.6% | 38q | $544M | 1,458,618 |
| 10 | Yacktman Asset Management | 4.7% | 40q | $376M | 1,009,284 |
| 11 | Vulcan Value Partners | 11.2% | 31q | $368M | 986,905 |
| 12 | Lee Ainslie | 2.8% | 36q | $310M | 832,377 |
| 13 | Duan Yongping | 1.5% | 6q | $281M | 754,100 |
| 14 | Jensen Investment Management | 6.7% | 40q | $275M | 737,144 |
| 15 | AKO Capital | 5.5% | 16q | $234M | 628,224 |
| 16 | Thomas Gayner | 1.5% | 40q | $201M | 537,630 |
| 17 | Terry Smith | 4.2% | 21q | $189M | 505,361 |
| 18 | Triple Frond Partners | 11.7% | 24q | $131M | 352,504 |
| 19 | David Katz | 5.2% | 40q | $64M | 172,878 |
| 20 | Wallace Weitz | 4.0% | 33q | $57M | 153,200 |
| 21 | Christopher Davis | 0.1% | 40q | $35M | 92,973 |
| 22 | David Rolfe | 6.9% | 26q | $33M | 89,518 |
| 23 | William Von Mueffling | 3.9% | 26q | $26M | 68,901 |
| 24 | Bill Nygren | <0.1% | 40q | $26M | 68,612 |
| 25 | Dennis Hong | 7.3% | — 1q | $17M | 45,495 |
| 26 | Torray Funds | 1.8% | 40q | $13M | 36,160 |
| 27 | Robert Vinall | 3.2% | 7q | $12M | 33,100 |
| 28 | Robert Olstein | 1.4% | 40q | $6M | 16,700 |
| 29 | Hillman Capital Management | 2.8% | 27q | $4M | 10,296 |
| 30 | Glenn Greenberg | <0.1% | 15q | $2M | 4,275 |
| 31 | Thomas Russo | <0.1% | 40q | $1M | 3,584 |
| 32 | Kahn Brothers Group | 0.1% | 10q | $774K | 2,092 |
| 33 | Francois Rochon | <0.1% | 22q | $667K | 1,787 |
| 34 | Richard Pzena | <0.1% | 14q | $282K | 755 |
| 35 | Christopher Bloomstran | <0.1% | — 1q | $239K | 641 |
| 36 | Sarah Ketterer | <0.1% | 28q | $224K | 600 |
Sort↑
- 1Dodge & Cox Fundsport2.5%val$4.79B12,836,229 sh·40q held
- 2Bill Ackmanport15.3%val$2.09B5,654,078 sh·—1q held
- 3Joel Greenblattport0.8%val$1.41B3,770,405 sh·40q held
- 4AltaRock Partnersport20.5%val$871M2,334,482 sh·21q held
- 5Chase Colemanport3.5%val$846M2,266,913 sh·39q held
- 6Polen Capital Managementport6.7%val$783M2,098,613 sh·36q held
- 7Mairs & Power Fundsport6.7%val$728M1,950,737 sh·40q held
- 8First Eagle Investment Managementport1.2%val$724M1,940,215 sh·40q held
- 9Viking Global Investorsport1.6%val$544M1,458,618 sh·38q held
- 10Yacktman Asset Managementport4.7%val$376M1,009,284 sh·40q held
- 11Vulcan Value Partnersport11.2%val$368M986,905 sh·31q held
- 12Lee Ainslieport2.8%val$310M832,377 sh·36q held
- 13Duan Yongpingport1.5%val$281M754,100 sh·6q held
- 14Jensen Investment Managementport6.7%val$275M737,144 sh·40q held
- 15AKO Capitalport5.5%val$234M628,224 sh·16q held
- 16Thomas Gaynerport1.5%val$201M537,630 sh·40q held
- 17Terry Smithport4.2%val$189M505,361 sh·21q held
- 18Triple Frond Partnersport11.7%val$131M352,504 sh·24q held
- 19David Katzport5.2%val$64M172,878 sh·40q held
- 20Wallace Weitzport4.0%val$57M153,200 sh·33q held
- 21Christopher Davisport0.1%val$35M92,973 sh·40q held
- 22David Rolfeport6.9%val$33M89,518 sh·26q held
- 23William Von Muefflingport3.9%val$26M68,901 sh·26q held
- 24Bill Nygrenport<0.1%val$26M68,612 sh·40q held
- 25Dennis Hongport7.3%val$17M45,495 sh·—1q held
- 26Torray Fundsport1.8%val$13M36,160 sh·40q held
- 27Robert Vinallport3.2%val$12M33,100 sh·7q held
- 28Robert Olsteinport1.4%val$6M16,700 sh·40q held
- 29Hillman Capital Managementport2.8%val$4M10,296 sh·27q held
- 30Glenn Greenbergport<0.1%val$2M4,275 sh·15q held
- 31Thomas Russoport<0.1%val$1M3,584 sh·40q held
- 32Kahn Brothers Groupport0.1%val$774K2,092 sh·10q held
- 33Francois Rochonport<0.1%val$667K1,787 sh·22q held
- 34Richard Pzenaport<0.1%val$282K755 sh·14q held
- 35Christopher Bloomstranport<0.1%val$239K641 sh·—1q held
- 36Sarah Kettererport<0.1%val$224K600 sh·28q held
Owners of MSFT also hold
Congress is trading MSFT
Congress tracker →825 disclosed trades by 115 members of Congress430 buys · 395 sells
- David J. Taylorsold$15,001 - $50,000 · 2026-08-11
- Richard Dean McCormicksold$1,001 - $15,000 · 2026-07-30
- David J. Taylorbought$1,001 - $15,000 · 2026-07-24
- Shelley M Capitosold$15,001 - $50,000 · 2026-07-21
- Rohit Khannabought$1,001 - $15,000 · 2026-07-20
- Rohit Khannasold$15,001 - $50,000 · 2026-07-07
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (12)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AltaRock Partners | ADD | 20.5% | +25% | $871M | Aug 17, 2026 |
| Chris Hohn | EXIT | 2.2% | -100% | $0 | Aug 14, 2026 |
| Christopher Bloomstran | NEW | <0.1% | +100% | $239K | Aug 14, 2026 |
| David Rolfe | ADD | 6.9% | +21% | $33M | Aug 14, 2026 |
| David Tepper | EXIT | 0.6% | -100% | $0 | Aug 14, 2026 |
| Dennis Hong | NEW | 7.3% | +100% | $17M | Aug 14, 2026 |
| Duan Yongping | TRIM | 1.5% | -26% | $281M | Aug 14, 2026 |
| Glenn Greenberg | ADD | <0.1% | +111% | $2M | Aug 14, 2026 |
| Robert Vinall | ADD | 3.2% | +31% | $12M | Aug 14, 2026 |
| Terry Smith | TRIM | 4.2% | -24% | $189M | Aug 14, 2026 |
| William Von Mueffling | TRIM | 3.9% | -94% | $26M | Jul 29, 2026 |
| Bill Ackman | NEW | 15.3% | +100% | $2.09B | May 15, 2026 |
- ADDAltaRock Partners20.5%Δ +25%·$871M·filed Aug 17, 2026
- EXITChris Hohn2.2%Δ -100%·$0·filed Aug 14, 2026
- NEWChristopher Bloomstran<0.1%Δ +100%·$239K·filed Aug 14, 2026
- ADDDavid Rolfe6.9%Δ +21%·$33M·filed Aug 14, 2026
- EXITDavid Tepper0.6%Δ -100%·$0·filed Aug 14, 2026
- NEWDennis Hong7.3%Δ +100%·$17M·filed Aug 14, 2026
- TRIMDuan Yongping1.5%Δ -26%·$281M·filed Aug 14, 2026
- ADDGlenn Greenberg<0.1%Δ +111%·$2M·filed Aug 14, 2026
- ADDRobert Vinall3.2%Δ +31%·$12M·filed Aug 14, 2026
- TRIMTerry Smith4.2%Δ -24%·$189M·filed Aug 14, 2026
- TRIMWilliam Von Mueffling3.9%Δ -94%·$26M·filed Jul 29, 2026
- NEWBill Ackman15.3%Δ +100%·$2.09B·filed May 15, 2026
Long US equity 13F-HR filings only. CUSIP 594918104. Not investment advice.