35 Polen Capital Microsoft Trades
Polen Capital acquired 2.85M Microsoft shares worth $1.06B. That's 6.92% of their entire equity portfolio (2nd largest holding). The first Microsoft trade was made in Q3 2017. Since then Polen Capital bought shares sixteen more times and sold shares on eighteen occasions. The stake costed the investor $400M, netting the investor a gain of 165% so far.
News about Microsoft Corporation and Polen Capital
2 Quantum Stocks Are Drawing Capital as AI Infrastructure Hits a Wall
Generative artificial intelligence (AI) dominated the market narrative for the last three years, driving semiconductor sector valuations to historic premiums...
Ackman reveals new Microsoft position, calls stock ‘highly compelling'
Billionaire investor Bill Ackman said his hedge fund, Pershing Square Capital Management, has initiated a new position in Microsoft Corp (NASDAQ:MSFT), accor...
Apella Capital LLC Boosts Stake in Microsoft Corporation $MSFT
Apella Capital LLC increased its position in Microsoft Corporation (NASDAQ: MSFT) by 22.6% during the fourth quarter, according to its most recent Form 13F f...
Why Wall Street Loves Microsoft Stock Despite It Falling 23%
Despite concerns around AI spending, Microsoft's cloud momentum remains in focus for Wall Street analysts. Capital spending nearly tripled over the past thre...