MSFT vs GRBK
Microsoft · Green Brick Partners
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 14 tracked superinvestors, no manager holds both MSFT and GRBK — the two names draw on entirely separate pools of smart money. MSFT appears in 12 tracked portfolios; GRBK in 2, so MSFT is the more widely held of the two among tracked managers.
MSFT is a Technology holding while GRBK sits in Real Estate — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MSFT’s ConvictionScore reads −8 (slight selling) against GRBK’s +13 (slight accumulation); GRBK shows the stronger net-accumulation reading of the pair.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds MSFT only, who holds GRBK only, and who holds both.
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- John Armitage8.9%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- +4 more
No manager holds both MSFT and GRBK.
- David Einhorn28.7%
- Howard Marks9.4%
Frequently asked questions
Which has more hedge-fund owners: MSFT or GRBK?
MSFT (Microsoft) is held by 12 tracked superinvestors; GRBK (Green Brick Partners) is held by 2. MSFT has 10 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and GRBK?
0 tracked superinvestors hold both MSFT and GRBK based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between MSFT and GRBK institutional ownership?
Across 14 unique tracked holders: 12 hold only MSFT (86%), 0 hold both (0%), 2 hold only GRBK (14%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.