https://holdlens.com/ticker/MSFT Every 13F move on MSFT (Microsoft) by the 30 tracked portfolio managers — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing wave. Not investment advice. en-us Thu, 16 Apr 2026 16:34:10 GMT https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-andreas-halvorsen-add-0 Andreas Halvorsen (Viking Global Investors) added MSFT in Q4 2025 · 4.8% of portfolio. Tiger-style quality compounder add. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-polen-capital-trim-1 Polen Capital (Polen Capital Management) trimmed MSFT in Q4 2025 · 8.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-chase-coleman-trim-2 Chase Coleman (Tiger Global Management) trimmed MSFT in Q4 2025 · 8.9% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-lee-ainslie-trim-3 Lee Ainslie (Maverick Capital) trimmed MSFT in Q4 2025 · 6.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-bill-nygren-trim-4 Bill Nygren (Oakmark Funds) trimmed MSFT in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-john-armitage-add-5 John Armitage (Egerton Capital) added MSFT in Q4 2025 · 8.9% of portfolio. Quality compounder add. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (John Armitage) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-stanley-druckenmiller-trim-6 Stanley Druckenmiller (Duquesne Family Office) trimmed MSFT in Q4 2025 · 8.2% of portfolio. Partial Microsoft trim. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-david-tepper-add-7 David Tepper (Appaloosa Management) added MSFT in Q4 2025 · 3.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-william-von-mueffling-trim-8 William von Mueffling (Cantillon Capital Management) trimmed MSFT in Q4 2025 · 7.8% of portfolio. Small Microsoft trim. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (William von Mueffling) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q4-terry-smith-add-9 Terry Smith (Fundsmith) added MSFT in Q4 2025 · 11.2% of portfolio. Quality compounder top-up. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Terry Smith) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-andreas-halvorsen-new-10 Andreas Halvorsen (Viking Global Investors) new position MSFT in Q3 2025 · 3.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-stanley-druckenmiller-exit-11 Stanley Druckenmiller (Duquesne Family Office) exited MSFT in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT exit noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-lee-ainslie-add-12 Lee Ainslie (Maverick Capital) added MSFT in Q3 2025 · 3.8% of portfolio. Maverick MSFT add. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-joel-greenblatt-add-13 Joel Greenblatt (Gotham Asset Management) added MSFT in Q3 2025 · 2.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-stephen-mandel-trim-14 Stephen Mandel (Lone Pine Capital) trimmed MSFT in Q3 2025 · 4.6% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Stephen Mandel) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-chase-coleman-add-15 Chase Coleman (Tiger Global Management) added MSFT in Q3 2025 · 9.8% of portfolio. Adding Microsoft. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-francois-rochon-trim-16 François Rochon (Giverny Capital) trimmed MSFT in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (François Rochon) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-bill-nygren-add-17 Bill Nygren (Oakmark Funds) added MSFT in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-terry-smith-add-18 Terry Smith (Fundsmith) added MSFT in Q3 2025 · 11.0% of portfolio. Fundsmith MSFT add. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Terry Smith) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-john-armitage-add-19 John Armitage (Egerton Capital) added MSFT in Q3 2025 · 8.0% of portfolio. Steady Microsoft build. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (John Armitage) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-william-von-mueffling-add-20 William von Mueffling (Cantillon Capital Management) added MSFT in Q3 2025 · 8.3% of portfolio. Microsoft add before Q4 trim. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (William von Mueffling) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-david-tepper-trim-21 David Tepper (Appaloosa Management) trimmed MSFT in Q3 2025 · 3.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (David Tepper) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-polen-capital-trim-22 Polen Capital (Polen Capital Management) trimmed MSFT in Q3 2025 · 8.4% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q3-chris-hohn-trim-23 Chris Hohn (TCI Fund Management) trimmed MSFT in Q3 2025 · 18.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Chris Hohn) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-stanley-druckenmiller-new-24 Stanley Druckenmiller (Duquesne Family Office) new position MSFT in Q2 2025 · 2.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT new noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-bill-nygren-add-25 Bill Nygren (Oakmark Funds) added MSFT in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-glenn-greenberg-trim-26 Glenn Greenberg (Brave Warrior Advisors) trimmed MSFT in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Glenn Greenberg) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-lee-ainslie-add-27 Lee Ainslie (Maverick Capital) added MSFT in Q2 2025 · 2.6% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-francois-rochon-add-28 François Rochon (Giverny Capital) added MSFT in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (François Rochon) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-andreas-halvorsen-add-29 Andreas Halvorsen (Viking Global Investors) added MSFT in Q2 2025 · 3.8% of portfolio. Building Microsoft. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-tom-slater-trim-30 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed MSFT in Q2 2025 · 2.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-polen-capital-trim-31 Polen Capital (Polen Capital Management) trimmed MSFT in Q2 2025 · 8.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q2-terry-smith-trim-32 Terry Smith (Fundsmith) trimmed MSFT in Q2 2025 · 10.7% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Terry Smith) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-andreas-halvorsen-trim-33 Andreas Halvorsen (Viking Global Investors) trimmed MSFT in Q1 2025 · 0.8% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-david-tepper-trim-34 David Tepper (Appaloosa Management) trimmed MSFT in Q1 2025 · 2.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim noreply@holdlens.com (David Tepper) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-lee-ainslie-trim-35 Lee Ainslie (Maverick Capital) trimmed MSFT in Q1 2025 · 1.8% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-chris-hohn-add-36 Chris Hohn (TCI Fund Management) added MSFT in Q1 2025 · 17.0% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Chris Hohn) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-stephen-mandel-add-37 Stephen Mandel (Lone Pine Capital) added MSFT in Q1 2025 · 6.4% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Stephen Mandel) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-david-rolfe-add-38 David Rolfe (Wedgewood Partners) added MSFT in Q1 2025 · 7.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (David Rolfe) https://holdlens.com/signal/MSFT https://holdlens.com/ticker/MSFT#2025-Q1-chase-coleman-add-39 Chase Coleman (Tiger Global Management) added MSFT in Q1 2025 · 8.8% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman)