Bill Ackman opened a $2.1B MSFT position in Q1 2026 — about 15% of his disclosed book — while Mark Boyar added $15.3M and Sequoia Fund added $273K.
Sources & details
SubjectConsensus · MSFT
WindowDec 31, 2025 – Mar 31, 2026
Why3 tracked investors independently added to MSFT in the same quarter — computed from quarterly filings.
Full read
Three investors added to Microsoft in Q1 2026, though the scale of their moves varied sharply. Ackman's $2.1B opening was the headline: 5.7 million shares, representing roughly 15% of his disclosed book and the anchor of his largest single-quarter reshuffle on record. Ackman funded the position largely by exiting Alphabet — he cut GOOG by 95% and trimmed GOOGL for a third straight quarter. Microsoft replaced Alphabet as the dominant large-cap technology holding in his portfolio. Mark Boyar added $15.3M to MSFT as part of a broad 30-position expansion that also included JPM, UBER, and GOOGL. Sequoia Fund added $273K — a small increment relative to its $2.1B quarter-wide reshuffle, which was centered on new anchor positions in GOOGL, SCHW, and SUNB. Ackman made the decisive bet; Boyar and Sequoia added at far smaller scale — three buyers, one direction, very different levels of commitment.
GeneratedJul 15, 2026
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