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NASDAQ · Technology

Microsoft MSFT

Microsoft is an enterprise software, cloud, and AI platform company spanning Microsoft 365, Azure, Windows, LinkedIn, Dynamics, GitHub, and gaming.

Sources Microsoft investor relations microsoft.com
Software

Company profile

Business mix

  • Productivity and Business Processes: Microsoft 365, LinkedIn, and Dynamics.
  • Intelligent Cloud: Azure, server products, and enterprise services.
  • More Personal Computing: Windows, search advertising, devices, and Xbox.

Current key questions

  • Can Azure and AI services absorb the data-center capex cycle?
  • Does Copilot create measurable ARPU expansion and renewal advantages?
  • At a high valuation, are cloud growth and margins stable enough?
Holders 32 Current sample portfolio
Public mentions 14 Videos / interviews / letters
Valuation snapshot
PE 24.82 FCF 2.36% Buyback 0.13%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Pershing Square Capital Management Bill Ackman 15.3% $2.1B 2026-03-31
Eagle Capital Management 5.0% $1.5B 2026-03-31
Baillie Gifford legacy James Anderson 1.5% $1.4B 2026-03-31
Soroban Capital Partners Eric Mandelblatt 2.6% $1.3B 2026-03-31
Polen Capital Management 7.3% $1.1B 2026-03-31
TCI Fund Management Chris Hohn 2.2% $1.0B 2026-03-31
Tiger Global Management Chase Coleman 4.1% $925.4M 2026-03-31
Coatue Management Philippe Laffont 3.2% $918.0M 2026-03-31
Viking Global Investors Andreas Halvorsen 2.4% $854.9M 2026-03-31
Fundsmith Terry Smith 6.0% $769.9M 2026-03-31
Sands Capital Management Frank Sands 2.2% $566.4M 2026-03-31
First Eagle legacy Jean-Marie Eveillard 0.6% $490.5M 2026-03-31
Alkeon Capital Management 0.7% $444.6M 2026-03-31
Altimeter Capital Management Brad Gerstner 7.7% $438.1M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 10.9% $410.5M 2026-03-31
Bridgewater Associates Ray Dalio 1.8% $401.6M 2026-03-31
H&H International Investment Duan Yongping 1.9% $376.1M 2026-03-31
Yacktman Asset Management Stephen Yacktman 4.9% $367.5M 2026-03-31
Markel Group Tom Gayner 1.7% $199.0M 2026-03-31
Stockbridge Partners 4.7% $194.6M 2026-03-31
Triple Frond Partners 13.6% $130.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.3% $113.2M 2026-03-31
Soros Fund Management George Soros 0.9% $78.5M 2026-03-31
Weitz Investment Management Wallace Weitz 4.4% $62.7M 2026-03-31
Mar Vista Investment Partners 5.9% $59.1M 2026-03-31
Corvex Management Keith Meister 1.9% $48.7M 2026-03-31
Appaloosa David Tepper 0.6% $33.3M 2026-03-31
Davis Advisors Chris Davis 0.1% $29.1M 2026-03-31
Wedgewood Partners David Rolfe 5.7% $27.4M 2026-03-31
Ariel Investments John Rogers 0.3% $23.0M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 0.3% $19.9M 2026-03-31
Kahn Brothers Group 0.1% $774,395 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 11 Last 3 13F filing periods
Net reducers 25 Last 3 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $3.7B Estimated from net added shares
Reduction amount $15.8B Estimated from net reduced shares
Net share change / base shares -40.0% -29,606,250 / 73,945,324
H&H International Investment Duan Yongping 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 207.7% 13F value change +$270.8M
13F 2026-03-31 Filed 2026-05-19
Major increase Shares 18.3% 13F value change -$39.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-19
Base shares 279,200 Last 3 periods +736,800 (+263.9%) Total shares 1,016,000 Value $376.1M
Pershing Square Capital Management Bill Ackman 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$2.1B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +5,654,078 (New) Total shares 5,654,078 Value $2.1B
Appaloosa David Tepper 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -7.5% 13F value change -$9.2M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 8.1% 13F value change +$2.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -82.0% 13F value change -$208.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 500,000 Last 3 periods -410,000 (-82.0%) Total shares 90,000 Value $33.3M
Fundsmith Terry Smith 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -47.7% 13F value change -$1.1B
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -19.5% 13F value change -$332.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.0% 13F value change -$236.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,941,509 Last 3 periods -2,861,772 (-57.9%) Total shares 2,079,737 Value $769.9M
Third Point Dan Loeb 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 175.0% 13F value change +$370.8M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -15.9% 13F value change -$122.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$447.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 400,000 Last 3 periods -400,000 (-100.0%) Total shares 0 Value $0
Coatue Management Philippe Laffont 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 18.1% 13F value change +$448.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 11.4% 13F value change +$96.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -52.0% 13F value change -$1.6B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,932,397 Last 3 periods -1,452,380 (-36.9%) Total shares 2,480,017 Value $918.0M
Tiger Global Management Chase Coleman 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -16.4% 13F value change -$744.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -54.4% 13F value change -$1.7B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,551,368 Last 3 periods -4,051,368 (-61.8%) Total shares 2,500,000 Value $925.4M
Lone Pine Capital Stephen Mandel 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -34.8% 13F value change -$296.6M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 2.1% 13F value change -$29.1M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$596.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,854,856 Last 3 periods -1,854,856 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$1.3B
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 32.4% 13F value change +$297.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -28.2% 13F value change -$701.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,309,446 (New) Total shares 2,309,446 Value $854.9M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -36.0% 13F value change -$284.8M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -10.3% 13F value change -$92.4M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 10.3% 13F value change -$74.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,715,057 Last 3 periods -630,078 (-36.7%) Total shares 1,084,979 Value $401.6M
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 204.5% 13F value change +$36.1M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 158.5% 13F value change +$74.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -19.4% 13F value change -$48.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 33,410 Last 3 periods +178,556 (+534.4%) Total shares 211,966 Value $78.5M
TCI Fund Management Chris Hohn 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -5.5% 13F value change -$143.2M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.1% 13F value change -$477.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -83.7% 13F value change -$7.1B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 17,565,231 Last 3 periods -14,836,819 (-84.5%) Total shares 2,728,412 Value $1.0B
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 12.2% 13F value change +$21.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.4% 13F value change -$7.7M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.0% 13F value change -$25.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 251,165 Last 3 periods +54,689 (+21.8%) Total shares 305,854 Value $113.2M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.2% 13F value change +$7.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.9% 13F value change -$8.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -78.4% 13F value change -$138.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 334,758 Last 3 periods -261,005 (-78.0%) Total shares 73,753 Value $27.3M
Triple Frond Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -4.4% 13F value change +$78.5M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -8.5% 13F value change -$29.0M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 403,043 Last 3 periods -50,539 (-12.5%) Total shares 352,504 Value $130.5M
Eagle Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.2% 13F value change +$85.6M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.5% 13F value change -$165.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.9% 13F value change -$400.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,944,863 Last 3 periods +60,442 (+1.5%) Total shares 4,005,305 Value $1.5B
Whale Rock Capital Management Alex Sacerdote 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 53.6% 13F value change +$58.3M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$155.6M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$19.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 195,680 Last 3 periods -141,830 (-72.5%) Total shares 53,850 Value $19.9M
Alkeon Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 14.5% 13F value change +$164.9M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -39.2% 13F value change -$511.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,726,176 Last 3 periods -525,000 (-30.4%) Total shares 1,201,176 Value $444.6M
Altimeter Capital Management Brad Gerstner 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 9.8% 13F value change +$75.6M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 9.9% 13F value change +$15.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -7.3% 13F value change -$179.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,058,121 Last 3 periods +125,511 (+11.9%) Total shares 1,183,632 Value $438.1M
Stockbridge Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.2% 13F value change -$22.3M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -19.6% 13F value change -$120.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.8% 13F value change -$167.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,014,172 Last 3 periods -488,435 (-48.2%) Total shares 525,737 Value $194.6M
Soroban Capital Partners Eric Mandelblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.2% 13F value change +$123.8M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.6% 13F value change -$54.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -7.8% 13F value change -$686.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,908,541 Last 3 periods -323,850 (-8.3%) Total shares 3,584,691 Value $1.3B
Corvex Management Keith Meister 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -24.2% 13F value change -$35.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 173,661 Last 3 periods -42,000 (-24.2%) Total shares 131,661 Value $48.7M
Wedgewood Partners David Rolfe 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.4% 13F value change -$7,320
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.2% 13F value change -$3.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.6% 13F value change -$10.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 76,605 Last 3 periods -2,686 (-3.5%) Total shares 73,919 Value $27.4M
Polen Capital Management 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -7.5% 13F value change -$98.8M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -22.1% 13F value change -$709.2M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -27.2% 13F value change -$837.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 5,426,123 Last 3 periods -2,580,235 (-47.6%) Total shares 2,845,888 Value $1.1B
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Major increase Shares 18.9% 13F value change +$15.3M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -5.2% 13F value change -$9.2M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 16.1% 13F value change -$7.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 129,475 Last 3 periods +39,975 (+30.9%) Total shares 169,450 Value $62.7M
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.9% 13F value change -$5.5M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -11.2% 13F value change -$17.1M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -63.9% 13F value change -$60.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 213,138 Last 3 periods -150,946 (-70.8%) Total shares 62,192 Value $23.0M
Mar Vista Investment Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -15.7% 13F value change -$12.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -4.2% 13F value change -$9.2M
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -0.9% 13F value change -$18.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 199,341 Last 3 periods -39,698 (-19.9%) Total shares 159,643 Value $59.1M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.2% 13F value change +$11.6M
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 2.2% 13F value change -$13.1M
13F 2026-03-31 Filed 2026-05-12
Major increase Shares 137.6% 13F value change +$220.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 544,978 Last 3 periods +780,120 (+143.1%) Total shares 1,325,098 Value $490.5M
Vulcan Value Partners C.T. Fitzpatrick 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -2.7% 13F value change -$9.7M
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -3.7% 13F value change -$62.0M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -2.9% 13F value change -$141.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 1,218,494 Last 3 periods -109,503 (-9.0%) Total shares 1,108,991 Value $410.5M
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -2.8% 13F value change +$36.6M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -5.4% 13F value change -$354.0M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -30.1% 13F value change -$1.2B
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 6,029,276 Last 3 periods -2,151,247 (-35.7%) Total shares 3,878,029 Value $1.4B
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -3.0% 13F value change +$14.5M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -13.8% 13F value change -$289.3M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -38.1% 13F value change -$628.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 2,954,745 Last 3 periods -1,424,621 (-48.2%) Total shares 1,530,124 Value $566.4M
Kahn Brothers Group 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Major increase Shares 25.6% 13F value change +$170,125
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -12.5% 13F value change -$382,424
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,905 Last 3 periods +187 (+9.8%) Total shares 2,092 Value $774,395
Davis Advisors Chris Davis 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -78.9% 13F value change -$96.2M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 16.2% 13F value change +$2.3M
13F 2026-03-31 Filed 2026-05-07
Major increase Shares 29.1% 13F value change -$350,294
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 247,956 Last 3 periods -169,467 (-68.3%) Total shares 78,489 Value $29.1M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor increase Shares 0.9% 13F value change +$13.2M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 0.7% 13F value change -$16.5M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.4% 13F value change -$60.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 527,480 Last 3 periods +10,150 (+1.9%) Total shares 537,630 Value $199.0M
Yacktman Asset Management Stephen Yacktman 3 filing periods
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -7.0% 13F value change -$17.3M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -6.2% 13F value change -$66.3M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 3.0% 13F value change -$98.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,105,264 Last 3 periods -112,348 (-10.2%) Total shares 992,916 Value $367.5M
GQG Partners Rajiv Jain 3 filing periods
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -23.9% 13F value change +$13.2M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -37.4% 13F value change -$591.4M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -99.9% 13F value change -$1.1B
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 4,487,336 Last 3 periods -4,485,521 (-100.0%) Total shares 1,815 Value $877,639
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-06-30 Filed 2025-08-15
New Shares - 13F value change +$99,945
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$99,945
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Greenwoods / Jinglin George Jiang 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$10.8M
13F 2025-06-30 Filed 2025-08-08
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-10
Sold out Shares -100.0% 13F value change -$14.3M
Settlement As of 13F 2025-09-30 · Filed 2025-11-10
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

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Shareholder letter / fund letter

Coatue CTEK Public AI Materials

Coatue Management · Philippe Laffont

Coatue's CTEK page focuses on demonstrating its open framework for AI infrastructure, application layers, software, and technology diffusion. It is the official information for understanding Coatue's technology growth style.

Investment presentation

Fundsmith Equity Fund 2024 Annual Letter

Fundsmith · Terry Smith

The 2024 letter revolves around AI, Nvidia, index concentration and passive funds, explaining why Fundsmith owns some large tech companies but is unwilling to turn the portfolio into a Magnificent Seven weight replication.

Shareholder letter / fund letter

Third Point Q1 2024 Investor Letter

Third Point · Dan Loeb

Third Point Q1 2024 investor letter, the fund rose 7.8% in the first quarter, with positive contributions from Meta, Vistra, Amazon, Bath & Body Works, Microsoft, and discusses macro noise and stock volatility.

Shareholder letter / fund letter

Fundsmith Equity Fund 2023 Annual Letter

Fundsmith · Terry Smith

The 2023 annual letter discusses contributions from Meta, Microsoft, Novo Nordisk and others, and re-elaborates Fundsmith's three-step strategy: buy good companies, don't pay too much, and do nothing.

Shareholder letter / fund letter

Fundsmith Equity Fund 2022 Annual Letter

Fundsmith · Terry Smith

The 2022 annual letter puts Fundsmith's pullback into the context of inflation, rising interest rates, the end of easy money, and the revaluation of highly valued growth stocks.

Shareholder letter / fund letter

Fundsmith Equity Fund 2022 Semi-Annual Letter

Fundsmith · Terry Smith

The 2022 semi-annual letter focuses on explaining the impact of inflation, gross margin, free cash flow yield and rising interest rates on high-quality growth portfolios.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2021

Giverny Capital · Francois Rochon

Giverny's 2021 Annual Letter looks back at strong market years, long-term portfolio performance, corporate cases and investment principles, setting the stage for the 2022 pullback.

Shareholder letter / fund letter

Warren Buffett and Bill Gates: Keeping America Great

Berkshire Hathaway · Warren Buffett

Buffett's open Q&A with Bill Gates for students at Columbia Business School. The setting is the aftermath of the financial crisis, and topics focus on American capitalism, career choices, innovation, philanthropy, and how to maintain long-term judgment in a recession.

Public Q&A

Warren Buffett Lecture at University of Florida

Berkshire Hathaway · Warren Buffett

Buffett's classic public lecture and Q&A for University of Florida MBA students, spanning integrity, circles of competence, good business, long-term holding, LTCM, risk, and career choices.

Public speech

Mentioned by firms

Polen Capital Management Baron Capital Ron Baron Oaktree Capital Management Howard Marks Tiger Global Management Chase Coleman Fundsmith Terry Smith Coatue Management Philippe Laffont Third Point Dan Loeb Giverny Capital Francois Rochon