Weekly Stock Dossier · Aug 31–Sep 6, 2026
MSFT
MICROSOFT CORP
Smart investors disagree on MSFT. Which side has the stronger conviction?
MSFT scores 65.1 across 36 tracked owners. The most concentrated current position among managers changing it sits on the buying side: AltaRock Partners reports 20.5% versus Terry Smith at 4.2% on the other side. The cohort is split in direction, but not in position size.
Latticework Follow
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Why this stock, this week
The latest available filings contain both buying and selling across the Latticework cohort, making the disagreement itself worth examining.
The evidence
Conviction across the tracked cohort
2026Q1 → 2026Q2
- conviction score
- 65.1
- score change
- +5.4
- latest-filing owners
- 36
Observed for 21 quarters
20.5%latest reported weight
Observed for 1 quarter
15.3%latest reported weight
Observed for 24 quarters
11.7%latest reported weight
Observed for 31 quarters
11.2%latest reported weight
Observed for 1 quarter
7.3%latest reported weight
Latest-filing buyers
AltaRock Partners, Bill Ackman, David Rolfe, Dennis Hong, Robert Vinall
Latest-filing sellers
Chris Hohn, David Tepper, Duan Yongping, Terry Smith, William Von Mueffling
The filing lens
13F filings are delayed snapshots of reportable U.S.-listed securities. They do not reveal purchase price, intent, shorts, private holdings, or trades made after quarter end.
Published Sep 6, 2026 · Reviewed primary-source research · Not investment advice.