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’. This week we’ll take a look at:
Microsoft Corp (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 the company shows us that the stock is down 5% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
(Shares)
Ken Fisher – 27,871,939
Chris Hohn – 17,264,766
Stephen Mandel – 4,997,089
Ole Andreas Halvorsen – 3,319,116
Eric Schoenstein – 2,956,142
Mark Massey – 2,635,309
Stanley Druckenmiller – 1,020,305
David Tepper – 366,000
Leon Cooperman – 245,705
David Rolfe – 142,079
Rob Olstein – 18,500
David Katz – 14,350
Tom Russo – 3,704
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