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 equally sized broad 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).
A quick look at the price chart below for Microsoft shows us that the stock is up 69% in the past twelve months.
(Source: Morningstar)
Superinvestors who recently bought, or continue to hold Microsoft stock include (shares):
Ken Fisher – 23,393,871
Terry Smith – 12,072,338
Chase Coleman – 11,891,734
Andreas Halvorsen – 11,838,092
Israel Englander – 8,179,931
Jeremy Grantham – 3,067,567
Ken Griffin – 2,591,815
Jim Simons – 1,654,884
Lee Ainslie – 1,439,309
Dan Loeb – 1,300,000
David Tepper – 550,000
Tom Gayner – 478,720
Ray Dalio – 149,263
Jim O’Shaughnessy – 117,585
Jonathon Soros – 96,900
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