As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus 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 common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying Or Holding’. 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 33% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold Microsoft stock in their portfolios include:
Ken Fisher – 22,367,105 shares
Chase Coleman – 11,413,734 shares
Andreas Halvorsen – 8,257,020 shares
Stephen Mandel – 6,440,494 shares
Stanley Druckenmiller – 2,645,630 shares
Ken Griffin – 1,720,499 shares
Israel Englander – 1,574,770 shares
Jim Simons – 1,315,812 shares
Dan Loeb – 1,100,000 shares
Steve Cohen – 982,184 shares
David Tepper – 302,500 shares
Jim O’Shaughnessy – 86,620 shares
Paul Tudor Jones – 52,290 shares
Murray Stahl – 18,999 shares
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