MICROSOFT CORP
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Jensen Investment Management | 8.55% | Reduce 12% | 1.17M | $433.5M | Q1 2026 |
| David Katz | 5.50% | Add 20% | 171.4K | $63.4M | Q1 2026 |
| Thomas Gayner | 1.59% | Add 0% | 514.0K | $190.3M | Q1 2026 |
| Robert Olstein | 1.35% | Add 67% | 16.7K | $6.2M | Q1 2026 |
| Christopher Davis | 0.13% | Add 29% | 78.5K | $29.1M | Q1 2026 |
| Kahn Brothers Group | 0.09% | Reduce 13% | 2.1K | $774K | Q1 2026 |
| Triple Frond Partners | 24.01% | Reduce 8% | 352.5K | $170.5M | Q4 2025 |
| Mark Massey | 19.75% | Reduce 19% | 2.08M | $1.01B | Q4 2025 |
| Chris Hohn | 15.13% | Add 1% | 16.78M | $8.12B | Q4 2025 |
| Vulcan Value Partners | 10.77% | Reduce 4% | 1.14M | $552.0M | Q4 2025 |
| Bill & Melinda Gates Foundation Trust | 10.52% | Reduce 16% | 7.69M | $3.72B | Q4 2025 |
| Chase Coleman | 8.92% | Reduce 16% | 5.48M | $2.65B | Q4 2025 |
| Mairs & Power | 8.90% | Add 0% | 1.91M | $925.1M | Q4 2025 |
| David Rolfe | 7.00% | Reduce 2% | 77.5K | $37.5M | Q4 2025 |
| Lee Ainslie | 5.97% | Add 23% | 1.15M | $556.4M | Q4 2025 |
| Terry Smith | 5.88% | Reduce 19% | 2.08M | $1.01B | Q4 2025 |
| Daniel Loeb | 5.74% | Reduce 16% | 925.0K | $447.3M | Q4 2025 |
| Stephen Mandel | 4.38% | Add 2% | 1.23M | $596.8M | Q4 2025 |
| Wallace Weitz | 4.19% | Reduce 5% | 146.0K | $70.6M | Q4 2025 |
| Viking Global Investors | 3.84% | Add 32% | 3.22M | $1.56B | Q4 2025 |
| David Tepper | 3.49% | Add 8% | 500.0K | $241.8M | Q4 2025 |
| Hillman Capital Management | 3.22% | Reduce 8% | 10.6K | $5.1M | Q4 2025 |
| Dodge & Cox | 1.94% | Reduce 5% | 7.44M | $3.60B | Q4 2025 |
| John Rogers | 0.90% | Reduce 11% | 172.5K | $83.4M | Q4 2025 |
| First Eagle Investment Management | 0.46% | Add 2% | 542.3K | $262.3M | Q4 2025 |
| Francois Rochon | 0.03% | Add 0% | 1.7K | $824K | Q4 2025 |
| Glenn Greenberg | 0.01% | — | 525 | $254K | Q4 2025 |
| Sarah Ketterer | 0.01% | Add 3% | 965 | $467K | Q4 2025 |
| William Von Mueffling | 7.28% | Reduce 2% | 27.2K | $13.5M | Q2 2025 |
| Thomas Russo | 0.02% | Buy | 4.6K | $1.7M | Q1 2025 |
| Glenn Welling | 4.42% | Reduce 18% | 55.5K | $14.3M | Q2 2022 |