What Makes Microsoft Corporation (MSFT) a Great Investment?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Microsoft Corp (MSFT)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 52,516 | $23,471,999 | +2% | 4.59% |
| 2. | Franchise Capital Simon Wang | 35,159 | $15,714,315 | -61% | 3.8% |
| 3. | Ayrshire Capital Management John Nevin Jr. | 23,274 | $10,402,194 | +1% | 5.3% |
| 4. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 14,976 | $6,693,606 | -2% | 2.76% |
| 5. | 10,000 | $4,469,500 | -85% | 1.44% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $311.53 | 1,600 | Director | 8,686 | 2022-01-31 | Filing | |
| $295.48 | 1,700 | Director | 7,086 | 2022-01-28 | Filing | |
| $236.80 | 4,300 | Director | 5,026 | 2021-03-10 | Filing | |
| $101.96 | 5,400 | Director | 5,400 | 2018-06-05 | Filing | |
| $41.49 | 200,000 | Director, Other | 67,900,000 | 2015-02-04 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $415.53 | 244 | Officer | 47,011 | 2024-06-03 | Filing | |
| $416.60 | 322 | Officer | 47,255 | 2024-05-31 | Filing | |
| $425.68 | 25,000 | Officer | 104,949 | 2024-05-23 | Filing | |
| $403.96 | 21,955 | Officer | 159,764 | 2024-03-11 | Filing | |
| $403.65 | 10,000 | Officer | 129,949 | 2024-03-11 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 664,908,908 | $250,032,345,766 | 5.47% | |
| 2. | 538,937,099 | $202,661,906,503 | 5.16% | |
| 3. | 297,627,282 | $111,919,763,123 | 5.44% | |
| 4. | 218,838,469 | $82,292,018,085 | 6.32% | |
| 5. | 154,271,276 | $57,866,504,593 | 6.05% |
News See All
Analyst: Microsoft Corp (NASDAQ:MSFT) in 'Great Shape' With Its 'Copilot Strategy'
As soon as the latest softer-than-expected inflation data numbers were out, investors began to take profits from major tech stocks and pour money into small-cap companies amid hopes of rate cuts.
10 Stocks That Will Skyrocket
The primary lure of investing, as you're likely to know, is to make money. Every day thousands of investors pour into the market to pick out what they believe will be winners to make them rich.
The Most Liveable Country in Asia in 2024
In 2024, we are well aware of the consequences of climate change and hence, one of the most concerning factors that affect livability of a city is extreme heat as it increases discomfort and potentially...
11 Biggest AI and Tech Stock Analyst Upgrades and Downgrades in July So Far
As soon as the latest softer-than-expected inflation data numbers were out, investors began to take profits from major tech stocks and pour money into small-cap companies amid hopes of rate cuts.
Analyst Thinks Microsoft Corp (NASDAQ:MSFT) Has More Upside Due to AI
King Lip, BakerAvenue Wealth Management’s chief strategist, recently talked to CNBC about the latest decline in tech stocks and market rotation.
Analyst Says These 10 AI Stocks Have More Upside Potential
King Lip, BakerAvenue Wealth Management’s chief strategist, recently talked to CNBC about the latest decline in tech stocks and market rotation.
25 Best Companies to Work For in the World
According to a report by Gallup, in 2023, global employee engagement stagnated whereas overall employee well-being declined to near record highs and the majority of the world’s employees continue to...
Aswath Damodaran: Microsoft Corp (NASDAQ:MSFT) is One of the Top AI Value 'Money Machine' Stocks
We recently published a list of 7 Best AI Value Stocks That are ‘Money Machines’ According to NYU’s Aswath Damodaran. Since Microsoft Corp (NASDAQ:MSFT) ranks 2nd on the list, it deserves a deeper...
Top Contributor of ClearBridge Sustainability Leaders Strategy: Microsoft Corporation (MSFT)
ClearBridge Investments, an investment management company, released its “ClearBridge Sustainability Leaders Strategy” second quarter 2024 investor letter.
Billionaire Hedge Funds
