36 hedge funds and family offices disclose a MSFT position in their latest SEC 13F filing — combined $13.60B in market value. Of those, 9 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 5,477,747 | $2.65B | 8.92% | 2025-12-31 |
| 2 | Bill Ackman | Pershing Square Capital Management, L.P. | 5,654,078 | $2.09B | 15.26% | 2026-03-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 3,909,985 | $1.89B | 8.08% | 2025-12-31 |
| 4 | Terry Smith | Fundsmith LLP | 2,079,971 | $1.01B | 5.88% | 2025-12-31 |
| 5 | Mairs & Power | Mairs & Power Inc | 1,912,896 | $925.1M | 8.90% | 2025-12-31 |
| 6 | Viking Global | Viking Global Investors LP | 2,309,446 | $854.9M | 2.39% | 2026-03-31 |
| 7 | Egerton Capital | Egerton Capital (UK) LLP | 1,748,656 | $845.7M | 9.19% | 2025-12-31 |
| 8 | Stephen Mandel | Lone Pine Capital LLC | 1,234,125 | $596.8M | 4.38% | 2025-12-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 1,150,498 | $556.4M | 5.98% | 2025-12-31 |
| 10 | Daniel Loeb | Third Point LLC | 925,000 | $447.3M | 6.15% | 2025-12-31 |
| 11 | Ray Dalio | Bridgewater Associates LP | 1,084,979 | $401.6M | 1.79% | 2026-03-31 |
| 12 | Donald Yacktman | Yacktman Asset Management LP | 992,916 | $367.5M | 4.90% | 2026-03-31 |
| 13 | David Abrams | Abrams Capital Management, L.P. | 4,980,000 | $328.0M | 12.57% | 2017-03-31 |
| 14 | Tom Gayner | Markel Group Inc. | 537,630 | $199.0M | 1.67% | 2026-03-31 |
| 15 | Stanley Druckenmiller | Duquesne Family Office LLC | 200,930 | $99.9M | 2.55% | 2025-06-30 |
| 16 | George Soros | Soros Fund Management LLC | 211,966 | $78.5M | 1.08% | 2026-03-31 |
| 17 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 142,717 | $69.0M | 6.20% | 2025-12-31 |
| 18 | Seth Klarman | BAUPOST GROUP LLC/MA | 1,400,000 | $41.7M | 1.26% | 2012-09-30 |
| 19 | David Rolfe | Wedgewood Partners Inc | 77,496 | $37.5M | 7.00% | 2025-12-31 |
| 20 | Christopher Davis | Davis Selected Advisers, LP | 78,489 | $29.1M | 0.13% | 2026-03-31 |
| 21 | Peter Thiel | Thiel Macro LLC | 49,000 | $25.4M | 34.09% | 2025-09-30 |
| 22 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 37,382 | $18.1M | 2.73% | 2025-12-31 |
| 23 | Torray Funds | Torray Investment Partners LLC | 33,960 | $16.4M | 2.35% | 2025-12-31 |
| 24 | Steven Romick | First Pacific Advisors LP | 17,500 | $6.0M | 0.09% | 2023-06-30 |
| 25 | Robert Vinall | RV Capital AG | 11,500 | $5.6M | 1.29% | 2025-12-31 |
| 26 | Mark Hillman | Hillman Capital Management Inc | 10,585 | $5.1M | 3.22% | 2025-12-31 |
| 27 | Cathie Wood | ARK Investment Management LLC | 6,399 | $2.4M | 0.02% | 2026-03-31 |
| 28 | Third Avenue Management | Third Avenue Management LLC | 56,946 | $2.1M | 0.41% | 2008-06-30 |
| 29 | Thomas Russo | Gardner Russo & Quinn LLC | 3,544 | $1.3M | 0.02% | 2026-03-31 |
| 30 | Francois Rochon | Giverny Capital Inc. | 1,704 | $824K | 0.03% | 2025-12-31 |
| 31 | AKO Capital | Ako Capital LLP | 1,020,715 | $494K | 7.52% | 2025-12-31 |
| 32 | David Einhorn | Greenlight Capital Inc | 6,079,544 | $174K | 2.68% | 2013-03-31 |
| 33 | Olstein Capital Management | Olstein Capital Management LP | 10,000 | $5K | 0.99% | 2025-12-31 |
| 34 | Mason Hawkins | Southeastern Asset Management, Inc. | 51,295 | $1K | 0.01% | 2012-12-31 |
| 35 | Harry Burn | Sound Shore Management Inc /CT/ | 1,450 | $295 | 0.01% | 2020-06-30 |
| 36 | Tweedy Browne | Tweedy Browne Company LLC | 8,000 | $214 | 0.01% | 2008-09-30 |
As of the latest 13F window, 36 tracked superinvestors hold MSFT. The largest disclosed position is Chase Coleman at $2.65B (8.9% 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
36 hedge funds and family offices disclose a MSFT position in their latest SEC 13F filing — combined $13.60B in market value. Of those, 9 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 5,477,747 | $2.65B | 8.92% | 2025-12-31 |
| 2 | Bill Ackman | Pershing Square Capital Management, L.P. | 5,654,078 | $2.09B | 15.26% | 2026-03-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 3,909,985 | $1.89B | 8.08% | 2025-12-31 |
| 4 | Terry Smith | Fundsmith LLP | 2,079,971 | $1.01B | 5.88% | 2025-12-31 |
| 5 | Mairs & Power | Mairs & Power Inc | 1,912,896 | $925.1M | 8.90% | 2025-12-31 |
| 6 | Viking Global | Viking Global Investors LP | 2,309,446 | $854.9M | 2.39% | 2026-03-31 |
| 7 | Egerton Capital | Egerton Capital (UK) LLP | 1,748,656 | $845.7M | 9.19% | 2025-12-31 |
| 8 | Stephen Mandel | Lone Pine Capital LLC | 1,234,125 | $596.8M | 4.38% | 2025-12-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 1,150,498 | $556.4M | 5.98% | 2025-12-31 |
| 10 | Daniel Loeb | Third Point LLC | 925,000 | $447.3M | 6.15% | 2025-12-31 |
| 11 | Ray Dalio | Bridgewater Associates LP | 1,084,979 | $401.6M | 1.79% | 2026-03-31 |
| 12 | Donald Yacktman | Yacktman Asset Management LP | 992,916 | $367.5M | 4.90% | 2026-03-31 |
| 13 | David Abrams | Abrams Capital Management, L.P. | 4,980,000 | $328.0M | 12.57% | 2017-03-31 |
| 14 | Tom Gayner | Markel Group Inc. | 537,630 | $199.0M | 1.67% | 2026-03-31 |
| 15 | Stanley Druckenmiller | Duquesne Family Office LLC | 200,930 | $99.9M | 2.55% | 2025-06-30 |
| 16 | George Soros | Soros Fund Management LLC | 211,966 | $78.5M | 1.08% | 2026-03-31 |
| 17 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 142,717 | $69.0M | 6.20% | 2025-12-31 |
| 18 | Seth Klarman | BAUPOST GROUP LLC/MA | 1,400,000 | $41.7M | 1.26% | 2012-09-30 |
| 19 | David Rolfe | Wedgewood Partners Inc | 77,496 | $37.5M | 7.00% | 2025-12-31 |
| 20 | Christopher Davis | Davis Selected Advisers, LP | 78,489 | $29.1M | 0.13% | 2026-03-31 |
| 21 | Peter Thiel | Thiel Macro LLC | 49,000 | $25.4M | 34.09% | 2025-09-30 |
| 22 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 37,382 | $18.1M | 2.73% | 2025-12-31 |
| 23 | Torray Funds | Torray Investment Partners LLC | 33,960 | $16.4M | 2.35% | 2025-12-31 |
| 24 | Steven Romick | First Pacific Advisors LP | 17,500 | $6.0M | 0.09% | 2023-06-30 |
| 25 | Robert Vinall | RV Capital AG | 11,500 | $5.6M | 1.29% | 2025-12-31 |
| 26 | Mark Hillman | Hillman Capital Management Inc | 10,585 | $5.1M | 3.22% | 2025-12-31 |
| 27 | Cathie Wood | ARK Investment Management LLC | 6,399 | $2.4M | 0.02% | 2026-03-31 |
| 28 | Third Avenue Management | Third Avenue Management LLC | 56,946 | $2.1M | 0.41% | 2008-06-30 |
| 29 | Thomas Russo | Gardner Russo & Quinn LLC | 3,544 | $1.3M | 0.02% | 2026-03-31 |
| 30 | Francois Rochon | Giverny Capital Inc. | 1,704 | $824K | 0.03% | 2025-12-31 |
| 31 | AKO Capital | Ako Capital LLP | 1,020,715 | $494K | 7.52% | 2025-12-31 |
| 32 | David Einhorn | Greenlight Capital Inc | 6,079,544 | $174K | 2.68% | 2013-03-31 |
| 33 | Olstein Capital Management | Olstein Capital Management LP | 10,000 | $5K | 0.99% | 2025-12-31 |
| 34 | Mason Hawkins | Southeastern Asset Management, Inc. | 51,295 | $1K | 0.01% | 2012-12-31 |
| 35 | Harry Burn | Sound Shore Management Inc /CT/ | 1,450 | $295 | 0.01% | 2020-06-30 |
| 36 | Tweedy Browne | Tweedy Browne Company LLC | 8,000 | $214 | 0.01% | 2008-09-30 |
As of the latest 13F window, 36 tracked superinvestors hold MSFT. The largest disclosed position is Chase Coleman at $2.65B (8.9% 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
