Top 5 Stock Picks of Gordon Malin’s Mountain Road Advisors

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1. Microsoft Corporation (NASDAQ:MSFT)

Mountain Road Advisors Stake Value: $51,003,000
Percentage of Mountain Road Advisors’ 13F Portfolio: 9.96%
Number of Hedge Fund Holders: 238

In the second quarter, Mountain Road Advisors increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 2%, and the hedge fund’s 9.96% stake in the company is now worth about $51 million. Microsoft ranks first on the list of top 10 stock picks of Gordon Malin’s Mountain Road Advisors.

Alger, in its third-quarter 2021 investor letter, mentioned Microsoft Corporation (NASDAQ:MSFT). Here is what the fund said:

“Microsoft Corporation was among the top contributors to performance during the third quarter. Microsoft is a Positive Dynamic Change beneficiary of corporate America’s transformative digitization. Microsoft’s enterprise cloud product, Azure, is rapidly growing and accruing market share. Microsoft reported that Azure grew 51% in the second quarter. This high unit volume growth is a primary driver of the company’s higher share price, but the company’s strong operating execution has enabled margin expansion that has also helped to increase forward earnings estimates. We believe Microsoft’s subscription-based software offerings and cloud computing services have a durable growth profile because they enhance customers’ growth initiatives and help them to diminish costs. Additionally, investors appreciate Microsoft’s strong free cash flow generation and its return of cash to shareholders in the form of dividends and share repurchases.”

You can also take a peek at Top 10 Stock Picks of Peter Avellone’s Cartenna Capital and Top 10 Stock Picks of Ryan Frick’s Dorsal Capital: Facebook, Snap and More

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