Tech Billionaire Chase Coleman’s Top 10 Stock Picks

2. Microsoft Corp (NASDAQ:MSFT)

Shares held by Tiger Global: 5.34 million

Value of position: $2.30 billion

Microsoft Corp (NASDAQ:MSFT) remains a high-quality growth stock, demonstrating solid financial performance and significant market presence. The company holds a strong position in Tiger Global holdings, representing 9.81% of the portfolio, valued at $2.3 billion with 5.34 million shares held. Microsoft enjoys high confidence from major investors, with institutional interest being reflected in 279 hedge fund holders.

The company’s cloud computing business, particularly Azure, has been a key growth driver. Microsoft Corp (NASDAQ:MSFT) surpassed Wall Street’s targets, with revenue rising by $9 billion (17%), fueled by strong performance in Intelligent Cloud and More Personal Computing segments. Operating income increased by 23%, totaling $5.2 billion, with a 15% rise in the cost of revenue driven by Microsoft Cloud and gaming. A key highlight of Microsoft’s recent performance is the increased integration of AI, particularly through its Copilot assistant. Copilot’s expansion into new regions, including India, has increased its potential for driving both productivity gains and revenue growth.

Microsoft Corp (NASDAQ:MSFT)’s average revenue estimate for the current quarter is $68.91 billion, while looking forward, for the full year 2025, revenue is expected to reach $278.7 billion, representing a 13.7% year-over-year growth. For the current quarter (December 2024), analysts project an earnings per share (EPS) of $3.14, up from $2.93 a year ago. For the full year 2025, the average EPS estimate is $13.07, an increase from $11.80 in 2024.

Despite the strong growth in its core segments, Microsoft faces challenges as economic conditions in Europe could slow the growth of Azure, and capacity limitations are constraining the expansion of its AI products. Nevertheless, the company’s investments in AI and its expansion into new markets position it as a stable choice for sustained growth.