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’ve also uncovered a number of stocks that superinvestors have bought, or added more to their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘. 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 46% in the past twelve months.
(Source: Morningstar)
Superinvestors who bought, or added more Microsoft stock to their portfolios include:
Ken Fisher – 21,853,102 shares
Chase Coleman – 11,011,151 shares
Stephen Mandel – 6,234,794 shares
Stanley Druckenmiller – 1,799,825 shares
Lee Ainslie – 1,452,662 shares
Israel Englander – 784,385 shares
Steve Cohen – 343,243 shares
Joel Greenblatt – 317,488 shares
David Tepper – 277,500 shares
Mario Gabelli – 165,168 shares
Jim O’Shaughnessy – 71,153 shares
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