MSFT·Microsoft Corp
Latest quarter · 2026-Q1
Comparing each investor's own latest 13F vs prior · most institutions have filed 2026-Q12026-Q1 2 new, 1 added, 10 trimmed, 0 exited, net −$10.29B
Cathie (ARK) uses a 90-day daily comparison; the ADD row includes her window result. A few institutions' latest 13F is still the prior quarter, flagged below.
Holders
Sorted by position $ desc by default; click headers to sort| Investor | Position $↓ | % of AI Exposure | Latest 13F Action | Entry Quarter | Entry Price Range |
|---|---|---|---|---|---|
Bi Bill Ackman / Pershing Square Pershing Square Capital Management, L.P. | $2.09B | 34.3% | NEW2026-Q1 | Before 2020-Q1 | — |
Ba Baillie Gifford & Co Baillie Gifford & Co | $1.44B | 4.4% | TRIM2026-Q1 | Before 2020-Q1 | — |
Ch Chris Hohn / TCI Fund Management TCI Fund Management Ltd | $1.01B | 23.7% | TRIM2026-Q1 | Before 2020-Q1 | — |
Te Temasek Holdings Temasek Holdings (Private) Ltd | $987M | 12.5% | HOLD2026-Q1 | Before 2020-Q1 | — |
Ch Chase Coleman / Tiger Global Tiger Global Management LLC | $925M | 6.0% | TRIM2026-Q1 | 2015-Q4 | $43.8–$56.9 |
Ph Philippe Laffont / Coatue Coatue Management LLC | $918M | 6.3% | TRIM2026-Q1 | Before 2020-Q1 | — |
St Stephen Mandel / Lone Pine Capital Lone Pine Capital LLC | $597M | 13.9% | HOLD2025-Q4 | Before 2020-Q1 | — |
Da Daniel Loeb / Third Point Third Point LLC | $447M | 59.2% | TRIM2025-Q4 | Before 2020-Q1 | — |
Br Brad Gerstner / Altimeter Altimeter Capital Management LP | $438M | 8.8% | TRIM2026-Q1 | Before 2020-Q1 | — |
Du Duan Yongping / H&H International H&H International Investment, LLC | $376M | 3.0% | ADD2026-Q1 | 2025-Q1 | $367.2–$448.4 |
Ma Masayoshi Son / SoftBank Group SoftBank Group Corp. | $183M | 2.6% | NEW2020-Q2 | Before 2020-Q1 | — |
St Stan Druckenmiller / Duquesne Family Office Duquesne Family Office LLC | $100M | 18.0% | HOLD2025-Q2 | Before 2020-Q1 | — |
Da Dan Bin / Oriental Harbor Investment Master Fund Oriental Harbor Investment Master Fund | $94M | 9.2% | HOLD2025-Q4 | Before 2020-Q1 | — |
Ga Gavin Baker / Atreides Management Atreides Management LP | $88M | 3.5% | HOLD2025-Q4 | 2021-Q2 | $238.1–$271.6 |
Da Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $65M | 4.6% | TRIM2024-Q3 | Before 2020-Q1 | — |
Da David Tepper / Appaloosa Appaloosa LP | $33M | 0.8% | TRIM2026-Q1 | 2024-Q1 | $366.5–$430.8 |
Al Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $20M | 0.4% | HOLD2026-Q1 | Before 2020-Q1 | — |
Le Lei Zhang / HHLR Advisors HHLR Advisors, Ltd. | $9M | 2.8% | TRIM2024-Q2 | Before 2020-Q1 | — |
Ca Cathie Wood / ARK Invest ARK Investment Management LLC | $2M | 0.0% | TRIM90-day window | Before 2020-Q1 | — |
* Cathie uses a 90-day daily window comparison; action semantics differ slightly from quarterly 13F
Related Tickers
infra layer · sorted by holder countHolder Count: count of the 24 tracked investors who hold this ticker via latest 13F-HR long positions or subsequent 13G/D filings, deduped.
Aggregate $: market value sum of the above positions.
Share of AI Universe: ratio of this ticker's aggregate $ to total AI exposure across 24 investors.
Latest quarter: each investor's own latest 13F vs prior; aggregated NEW/ADD/TRIM/EXIT counts and net $. ADD/TRIM count only ≥5% changes. Cathie uses a 90-day window. Each row's quarter is marked; amber indicates lagging behind majority.
Entry Price Range: OHLC range of the quarter when the investor's holding first appeared in 13F; positions predating our coverage show "—".
Layers: chip · infra · model · app · enabler · autonomy · power.
Data live from source, as of 2026-07-05