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One Stock Superinvestors Are Buying Or Holding

Tuesday, March 23, 2021 · Johnny Hopkins

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