As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we also uncovered a number of superinvestors that currently hold stocks that don’t appear in our screens at the moment. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘ which features one stock that appears in a number of superinvestor portfolos, and who’s buying it. This week we’ll take a look at:
Microsoft Corporation (NASDAQ: MSFT)
Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three overarching segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops). Through acquisitions, Microsoft owns Xamarin, LinkedIn, and GitHub. It reports revenue in product and service and other revenue on its income statement.
A quick look at the price chart below for Microsoft shows us that the stock is up 35% in the past twelve months.
(Source: Morningstar)
Superinvestors who currently hold positions in Microsoft include:
Ken Fisher – 21,330,698 shares
Terry Smith – 12,190,529 shares
Cliff Asness – 12,024,562 shares
Chase Coleman – 10,883,100 shares
Steve Mandel – 5,069,049 shares
Jeremy Grantham – 3,987,390 shares
Jean-Marie Eveillard – 3,614,588 shares
Donald Yacktman – 2,611,570 shares
Steve Romick – 2,437,281 shares
John Rogers – 2,091,981 shares
Stanley Druckenmiller – 1,620,433 shares
Chris Davis – 1,237,840 shares
Mario Gabelli – 738,874 shares
Lee Ainslie – 613,309 shares
Tom Gayner – 474,620 shares
Joel Greenblatt – 300,281 shares
Leon Cooperman – 245,705 shares
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