Billionaire Jeffrey Talpins’ Top 5 Stock Picks

2. Microsoft Corporation (NASDAQ: MSFT)

Value: $136,231,000
Percent of Jeffrey Talpins’ 13F Portfolio: 14.22%
No. of Hedge Fund Holders: 258

As of the end of the fourth quarter, there were 258 hedge funds in Insider Monkey’s database that held stakes in Microsoft, compared to 234 funds in the third quarter. Fisher Asset Management, with 23.4 million shares of MSFT, is the biggest stakeholder in the company. MSFT ranks 2nd in our list of the 30 Most Popular Stocks Among Hedge Funds: 2020 Q4 Rankings.

In their Q4 2020 investor letter, Bretton Fund highlighted a few stocks and Microsoft Corp (NASDAQ:MSFT) is one of them. Here is what the fund stated:

“Microsoft’s stock also had a great year, returning 42.4% on increased earnings per share of 30%. The main driver of their growth in recent years is their cloud computing business, and while it did see a bump in demand as office workers went remote, most of the growth is from the continued shift of corporate computing systems to “the cloud.” We think this shift is still in its early stages.”