MSFT

Microsoft Corp (MSFT)

Not assessed

Conviction

16.8%

largest manager weight — the forward-looking number on this page

Consensus

independent managers holding

3 months

+2.3%

total return

6 months

-16.3%

total return

12 months

-21.4%

total return

36 months

+17.2%

total return

Who holds it

What a manager did last quarter carries more information than what they hold.

Manager	% of their book	Last quarter
ALTAROCK PARTNERS LP 8 positions · 100.0% in top 10	16.8%	HOLD
Voyager Global Management LP 8 positions · 100.0% in top 10	16.7%	ADD
Pershing Square Capital Management, L.P. 11 positions · 99.9% in top 10	15.3%	NEW
GENERATION INVESTMENT MANAGEMENT LLP 29 positions · 72.7% in top 10	14.8%	HOLD
Metropolis Capital Ltd 16 positions · 87.0% in top 10	14.7%	ADD
40 North Management LLC 11 positions · 100.0% in top 10	13.5%	ADD
Consulta Ltd 13 positions · 88.4% in top 10	12.4%	ADD
Cryder Capital Partners LLP 10 positions · 100.0% in top 10	11.6%	HOLD
DSM CAPITAL PARTNERS LLC 44 positions · 71.5% in top 10	10.1%	HOLD
LGT CAPITAL PARTNERS LTD. 38 positions · 57.5% in top 10	9.5%	HOLD
MCDANIEL TERRY & CO 81 positions · 53.9% in top 10	9.3%	HOLD
Employees Provident Fund Board 70 positions · 50.2% in top 10	9.2%	ADD
JENSEN INVESTMENT MANAGEMENT INC 84 positions · 57.6% in top 10	8.5%	HOLD
Talbot Financial, LLC 66 positions · 48.4% in top 10	8.3%	HOLD
Alecta Pensionsforsakring, Omsesidigt 78 positions · 45.2% in top 10	7.8%	HOLD
Saratoga Research & Investment Management 46 positions · 63.6% in top 10	7.7%	ADD
CAPITAL COUNSEL LLC/NY 62 positions · 87.6% in top 10	7.7%	HOLD

Signals

13D/13G stakes, insider transactions, material filings and news — newest first, never ranked by our idea of what matters. Every row links to the filing that produced it.

No signals yet.

The 13D/13G, Form 4 and news feeds aren’t ingested yet. This is genuinely empty, not broken — and it will stay empty rather than show you anything we can’t link to a filing.