#$msft

Wedgewood Partners just filed its Q2 2026 13F. 🐋 Managed by David Rolfe · $484M across 18 holdings 🟢 Bought: $AMZN, $PGR, $MSFT, $CB +4 more 🔴 Sold: $TSCO, $CDW, $ZTS, $TSM +10 more

TCI Fund Management just filed its Q2 2026 13F. 🐋 Managed by Chris Hohn · $52.8B across 11 holdings 🟢 Bought: $V, $GOOG, $MLM, $VMC +2 more 🔴 Sold: $GE, $MSFT, $CP, $CNI

Soroban Capital Partners just filed its Q2 2026 13F. 🐋 Managed by Eric Mandelblatt · $47.8B across 25 holdings 🟢 Bought: $MSFT, $META, $TSM, $V +9 more 🔴 Sold: $MSFT, $META, $AMZN, $WDC +7 more

Mirova US just filed its Q2 2026 13F. 🐋 Managed by Guillaume Abel · $9.3B across 45 holdings 🟢 Bought: $AMD, $SW, $CP, $ORCL +5 more 🔴 Sold: $PANW, $MSFT, $TSM, $TJX +34 more

Farallon Capital Management just filed its Q2 2026 13F. 🐋 Managed by Andrew Spokes · $21.7B across 89 holdings 🟢 Bought: $SPY, $EA, $ROIV, $TNGX +47 more 🔴 Sold: $RVMD, $RSPH, $MSFT, $SCHW +124 more

Stockbridge Partners just filed its Q2 2026 13F. 🐋 Managed by Robert Gibson & Sharlyn C. Heslam · $4.8B across 17 holdings 🟢 Bought: $FWONK, $GOOGL, $WWD, $V +7 more 🔴 Sold: $TSM, $WCN, $KLAC, $MSFT +3 more

Imagine paying Hedge Fund Karen 2&20 to invest in undiscovered gems like $V, $MA, $MSFT, $ICE, $META,$SPGI, $UBER, $NFLX and $AMZN, and still being -3.5% YTD...

hey you guys at Reddit and Search Engine Journal... not only do i battle browsers and seach trends and exploits (known as blackhat)... is $MSFT buying into this group therapy hug thing?

OpenAI and Anthropic in price war as Chinese AI rivals gain ground (ft.com)

"OpenAI and Anthropic in price war as Chinese AI rivals gain ground" (FT) " OpenAI recently said that it was slashing prices for GPT-5.6 Luna ... by 80%. Anthropic has launched Claude Opus 5 ... 'at half the price' of Fable 5" cc: $MSFT $GOOG

Ruffer Investment Co. $RICA: Our view is that the utopian narrative surrounding AI makes it a bad place to find a margin of safety; meanwhile, there are rich pickings in the rest of the equity market" #2 stock: Microsoft $MSFT #3 stock: Amazon $AMZN 5-year NAV IRR: 3.5% p.a.

Winslow Capital Management just filed its Q2 2026 13F. 🐋 Managed by Justin Kelly · $29.1B across 163 holdings 🟢 Bought: $GOOG, $LITE, $STX, $JCI +29 more 🔴 Sold: $AAPL, $MSFT, $NFLX, $ISRG +36 more