35 hedge funds and family offices disclose a MSFT position in their latest SEC 13F filing — combined $12.33B in market value. Of those, 8 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 | Polen Capital | Polen Capital Management LLC | 3,909,985 | $1.89B | 8.08% | 2025-12-31 |
| 3 | Viking Global | Viking Global Investors LP | 3,217,642 | $1.56B | 4.13% | 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 | Egerton Capital | Egerton Capital (UK) LLP | 1,748,656 | $845.7M | 9.19% | 2025-12-31 |
| 7 | Stephen Mandel | Lone Pine Capital LLC | 1,234,125 | $596.8M | 4.38% | 2025-12-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 1,150,498 | $556.4M | 5.98% | 2025-12-31 |
| 9 | Ray Dalio | Bridgewater Associates LP | 984,091 | $475.9M | 1.74% | 2025-12-31 |
| 10 | Daniel Loeb | Third Point LLC | 925,000 | $447.3M | 6.15% | 2025-12-31 |
| 11 | Donald Yacktman | Yacktman Asset Management LP | 992,916 | $367.5M | 4.90% | 2026-03-31 |
| 12 | David Abrams | Abrams Capital Management, L.P. | 4,980,000 | $328.0M | 12.57% | 2017-03-31 |
| 13 | Tom Gayner | Markel Group Inc. | 537,630 | $199.0M | 1.67% | 2026-03-31 |
| 14 | George Soros | Soros Fund Management LLC | 263,041 | $127.2M | 1.71% | 2025-12-31 |
| 15 | Stanley Druckenmiller | Duquesne Family Office LLC | 200,930 | $99.9M | 2.55% | 2025-06-30 |
| 16 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 142,717 | $69.0M | 6.20% | 2025-12-31 |
| 17 | Seth Klarman | BAUPOST GROUP LLC/MA | 1,400,000 | $41.7M | 1.26% | 2012-09-30 |
| 18 | David Rolfe | Wedgewood Partners Inc | 77,496 | $37.5M | 7.00% | 2025-12-31 |
| 19 | Christopher Davis | Davis Selected Advisers, LP | 78,489 | $29.1M | 0.13% | 2026-03-31 |
| 20 | Peter Thiel | Thiel Macro LLC | 49,000 | $25.4M | 34.09% | 2025-09-30 |
| 21 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 37,382 | $18.1M | 2.73% | 2025-12-31 |
| 22 | Torray Funds | Torray Investment Partners LLC | 33,960 | $16.4M | 2.35% | 2025-12-31 |
| 23 | Steven Romick | First Pacific Advisors LP | 17,500 | $6.0M | 0.09% | 2023-06-30 |
| 24 | Robert Vinall | RV Capital AG | 11,500 | $5.6M | 1.29% | 2025-12-31 |
| 25 | Mark Hillman | Hillman Capital Management Inc | 10,585 | $5.1M | 3.22% | 2025-12-31 |
| 26 | Cathie Wood | ARK Investment Management LLC | 6,847 | $3.3M | 0.02% | 2025-12-31 |
| 27 | Third Avenue Management | Third Avenue Management LLC | 56,946 | $2.1M | 0.41% | 2008-06-30 |
| 28 | Thomas Russo | Gardner Russo & Quinn LLC | 3,705 | $1.8M | 0.02% | 2025-12-31 |
| 29 | Francois Rochon | Giverny Capital Inc. | 1,704 | $824K | 0.03% | 2025-12-31 |
| 30 | AKO Capital | Ako Capital LLP | 1,020,715 | $494K | 7.52% | 2025-12-31 |
| 31 | David Einhorn | Greenlight Capital Inc | 6,079,544 | $174K | 2.68% | 2013-03-31 |
| 32 | Olstein Capital Management | Olstein Capital Management LP | 10,000 | $5K | 0.99% | 2025-12-31 |
| 33 | Mason Hawkins | Southeastern Asset Management, Inc. | 51,295 | $1K | 0.01% | 2012-12-31 |
| 34 | Harry Burn | Sound Shore Management Inc /CT/ | 1,450 | $295 | 0.01% | 2020-06-30 |
| 35 | Tweedy Browne | Tweedy Browne Company LLC | 8,000 | $214 | 0.01% | 2008-09-30 |
As of the latest 13F window, 35 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
