One Stock Superinvestors Are Buying (4)

Johnny HopkinsStock ScreenerLeave a Comment

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

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.