5 Best Tech Stocks to Buy According to Billionaire Julian Robertson

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1. Microsoft Corporation (NASDAQ: MSFT)

Robertson’s Stake Value: $48,215,000
Percentage of Julian Robertson’s 13F Portfolio: 9.47%
Number of Hedge Fund Holders: 251

Microsoft Corporation (NASDAQ: MSFT) is a technology company that develops and supports software, services, devices, and solutions across the globe. Some of its products include Office 365 and Microsoft Teams. It is one of the Big Five tech giants in the industry. The company ranks 1st on our list of the top tech stock picks according to billionaire Julian Robertson.

On June 4th, Microsoft Corporation (NASDAQ: MSFT) gained US antitrust approval for the purchase of Nuance Communications, a deal valued at $19.7 billion. In its Q121 report, the company revealed a $41.71 billion revenue, $15.46 billion earnings, and $2.03 EPS which beat EPS estimates for the quarter by $0.25. The stock gained 21.37% in the past 6 months and 19.39% year to date. Microsoft Corporation (NASDAQ: MSFT) also has a forward PE ratio of 33.46.

In Q121, Microsoft Corporation (NASDAQ: MSFT) had 251 hedge fund holders with stakes in the company worth over $58.9 billion. While the number of hedge fund holders has dropped from Q420 to Q121, the stake value has increased from the Q420 value of $52.8 billion. Tiger Management holds 204,500 shares in the company worth over $48 million.

ClearBridge Investments, in its Q1 2021 investor letter, mentioned Microsoft Corporation (NASDAQ: MSFT). Here is what the fund said:
“We also made adjustments to the portfolio’s top 10 holdings to increase the participation of select stocks. The FAANGs and Microsoft delivered mixed results during the quarter and we continue to be mindful of our weighting to these mega cap growth stocks to ensure they are not limiting our ability to add diversity through new ideas. Our repositioning has been encouraging so far with the portfolio performing better on up days in the market while maintaining good down capture during more turbulent sessions.”

You can also take a peek at 15 Biggest Tech Companies In The World and 10 Best Tech Stocks To Buy Now According To Billionaire Laffont.

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