5 Stocks to Buy According to Robert W. Koehn’s Ivy Lane Capital

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1. Microsoft Corporation (NASDAQ:MSFT)

Ivy Lane Capital Stake Value: $28,924,000
Percentage of Ivy Lane Capital’s 13F Portfolio: 20.35%
Number of Hedge Fund Holders: 262

Microsoft Corporation (NASDAQ:MSFT) is a software company that creates, produces, licenses, sells, and supports software. According to the 13F filings for the fourth quarter of 2021, Ivy Lane Capital holds 86,000 shares of Microsoft Corporation (NASDAQ:MSFT), amounting to more than $28.92 million in worth and representing 20.35% of the fund’s portfolio value.

Overall, hedge funds are loading up on Microsoft Corporation (NASDAQ:MSFT), as 262 out of the  924 funds tracked by Insider Monkey held stakes in the tech behemoth in the fourth quarter of 2021, up from 250 funds a quarter earlier.

Polen Capital, an investment management firm, in its fourth quarter 2021 investor letter mentioned Microsoft Corporation (NASDAQ:MSFT). Here is what the fund said:

“Microsoft remains a beneficiary of accelerated digital tailwinds in a post-pandemic era. The company reported a nearly 22% yearover-year increase in third-quarter revenues. It maintains its momentum as a leading provider of cloud-based productivity solutions across different parts of the technology stack and various applications.”

You can also take a peek at 9 Stocks to Invest In According to Joshua Kushner’s Thrive Capital and Top 10 Stock Picks of Kenneth A. Moffet’s Hourglass Capital

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