24 hedge funds and family offices disclose a MSFT position in their latest SEC 13F filing — combined $10.06B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 6,551,368 | $3.39B | 10.49% | 2025-09-30 |
| 2 | Polen Capital | Polen Capital Management LLC | 5,426,123 | $2.70B | 8.28% | 2025-06-30 |
| 3 | Mairs & Power | Mairs & Power Inc | 1,905,547 | $987.0M | 9.28% | 2025-09-30 |
| 4 | Egerton Capital | Egerton Capital (UK) LLP | 1,748,656 | $845.7M | 9.19% | 2025-12-31 |
| 5 | Stephen Mandel | Lone Pine Capital LLC | 1,208,605 | $626.0M | 4.55% | 2025-09-30 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 931,856 | $482.7M | 6.46% | 2025-09-30 |
| 7 | Daniel Loeb | Third Point LLC | 925,000 | $447.3M | 6.15% | 2025-12-31 |
| 8 | Tom Gayner | Markel Group Inc. | 535,680 | $259.1M | 2.07% | 2025-12-31 |
| 9 | George Soros | Soros Fund Management LLC | 263,041 | $127.2M | 1.71% | 2025-12-31 |
| 10 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 142,717 | $69.0M | 6.20% | 2025-12-31 |
| 11 | David Rolfe | Wedgewood Partners Inc | 79,208 | $41.0M | 7.49% | 2025-09-30 |
| 12 | Christopher Davis | Davis Selected Advisers, LP | 78,489 | $29.1M | 0.13% | 2026-03-31 |
| 13 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 32,458 | $16.8M | 2.56% | 2025-09-30 |
| 14 | Torray Funds | Torray Investment Partners LLC | 33,960 | $16.4M | 2.35% | 2025-12-31 |
| 15 | Steven Romick | First Pacific Advisors LP | 17,500 | $6.0M | 0.09% | 2023-06-30 |
| 16 | Mark Hillman | Hillman Capital Management Inc | 11,470 | $5.9M | 3.46% | 2025-09-30 |
| 17 | Robert Vinall | RV Capital AG | 11,500 | $5.6M | 1.29% | 2025-12-31 |
| 18 | Third Avenue Management | Third Avenue Management LLC | 56,946 | $2.1M | 0.41% | 2008-06-30 |
| 19 | Terry Smith | Fundsmith LLP | 12,171,134 | $1.6M | 8.50% | 2019-06-30 |
| 20 | Francois Rochon | Giverny Capital Inc. | 1,703 | $882K | 0.03% | 2025-09-30 |
| 21 | David Einhorn | Greenlight Capital Inc | 6,079,544 | $174K | 2.68% | 2013-03-31 |
| 22 | Mason Hawkins | Southeastern Asset Management, Inc. | 51,295 | $1K | 0.01% | 2012-12-31 |
| 23 | Harry Burn | Sound Shore Management Inc /CT/ | 1,450 | $295 | 0.01% | 2020-06-30 |
| 24 | Tweedy Browne | Tweedy Browne Company LLC | 8,000 | $214 | 0.01% | 2008-09-30 |
As of the latest 13F window, 24 tracked superinvestors hold MSFT. The largest disclosed position is Chase Coleman at $3.39B (10.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MSFT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
24 hedge funds and family offices disclose a MSFT position in their latest SEC 13F filing — combined $10.06B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 6,551,368 | $3.39B | 10.49% | 2025-09-30 |
| 2 | Polen Capital | Polen Capital Management LLC | 5,426,123 | $2.70B | 8.28% | 2025-06-30 |
| 3 | Mairs & Power | Mairs & Power Inc | 1,905,547 | $987.0M | 9.28% | 2025-09-30 |
| 4 | Egerton Capital | Egerton Capital (UK) LLP | 1,748,656 | $845.7M | 9.19% | 2025-12-31 |
| 5 | Stephen Mandel | Lone Pine Capital LLC | 1,208,605 | $626.0M | 4.55% | 2025-09-30 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 931,856 | $482.7M | 6.46% | 2025-09-30 |
| 7 | Daniel Loeb | Third Point LLC | 925,000 | $447.3M | 6.15% | 2025-12-31 |
| 8 | Tom Gayner | Markel Group Inc. | 535,680 | $259.1M | 2.07% | 2025-12-31 |
| 9 | George Soros | Soros Fund Management LLC | 263,041 | $127.2M | 1.71% | 2025-12-31 |
| 10 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 142,717 | $69.0M | 6.20% | 2025-12-31 |
| 11 | David Rolfe | Wedgewood Partners Inc | 79,208 | $41.0M | 7.49% | 2025-09-30 |
| 12 | Christopher Davis | Davis Selected Advisers, LP | 78,489 | $29.1M | 0.13% | 2026-03-31 |
| 13 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 32,458 | $16.8M | 2.56% | 2025-09-30 |
| 14 | Torray Funds | Torray Investment Partners LLC | 33,960 | $16.4M | 2.35% | 2025-12-31 |
| 15 | Steven Romick | First Pacific Advisors LP | 17,500 | $6.0M | 0.09% | 2023-06-30 |
| 16 | Mark Hillman | Hillman Capital Management Inc | 11,470 | $5.9M | 3.46% | 2025-09-30 |
| 17 | Robert Vinall | RV Capital AG | 11,500 | $5.6M | 1.29% | 2025-12-31 |
| 18 | Third Avenue Management | Third Avenue Management LLC | 56,946 | $2.1M | 0.41% | 2008-06-30 |
| 19 | Terry Smith | Fundsmith LLP | 12,171,134 | $1.6M | 8.50% | 2019-06-30 |
| 20 | Francois Rochon | Giverny Capital Inc. | 1,703 | $882K | 0.03% | 2025-09-30 |
| 21 | David Einhorn | Greenlight Capital Inc | 6,079,544 | $174K | 2.68% | 2013-03-31 |
| 22 | Mason Hawkins | Southeastern Asset Management, Inc. | 51,295 | $1K | 0.01% | 2012-12-31 |
| 23 | Harry Burn | Sound Shore Management Inc /CT/ | 1,450 | $295 | 0.01% | 2020-06-30 |
| 24 | Tweedy Browne | Tweedy Browne Company LLC | 8,000 | $214 | 0.01% | 2008-09-30 |
As of the latest 13F window, 24 tracked superinvestors hold MSFT. The largest disclosed position is Chase Coleman at $3.39B (10.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MSFT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
