Here is How Billionaire Philippe Laffont's Top 10 Picks Crushed The Market
Billionaire Philippe Laffont, a protege of legendary investor Julian Robertson, has evolved his strategy over the years.
Microsoft Corp (MSFT)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 314,420 | $116,388,777 | +1% | 3.35% |
| 2. | GuardCap Asset Management Guardian Capital | 306,565 | $114,663,882 | -45% | 6.57% |
| 3. | Lee Munder Capital Group Lee Munder | 150,062 | $55,548,314 | -5% | 3.31% |
| 4. | Bourgeon Capital John Zaro | 50,698 | $18,766,818 | +12% | 3.25% |
| 5. | Ayrshire Capital Management John Nevin Jr. | 24,969 | $9,242,892 | -13% | 4.78% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $397.35 | 5,000 | $1,986,750.00 | 83,905 | 2026-02-18 | Filing | |
| $377.47 | 3,842 | $1,450,220.53 | 455,439 | 2025-04-23 | Filing | |
| $311.53 | 1,600 | $498,444.96 | 8,686 | 2022-01-31 | Filing | |
| $295.48 | 1,700 | $502,316.51 | 7,086 | 2022-01-28 | Filing | |
| $236.80 | 4,300 | $1,018,240.00 | 5,026 | 2021-03-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $409.52 | 12,321 | $5,045,642.68 | 137,933 | 2026-03-06 | Filing | |
| $438.82 | 3,812 | $1,672,780.70 | 451,597 | 2025-05-05 | Filing | |
| $390.57 | 30 | $11,717.19 | 455,409 | 2025-04-30 | Filing | |
| $478.72 | 2,850 | $1,364,352.00 | 55,782 | 2025-12-04 | Filing | |
| $491.52 | 12,750 | $6,266,829.00 | 129,349 | 2025-12-02 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,647,948 | $5,052,060,911 | 7.67% | |
| 2. | 7,308,123 | $2,705,247,893 | 3.86% | |
| 3. | 6,689,245 | $2,475,440,727 | 2.61% | |
| 4. | 5,396,305 | $1,997,549,978 | 4.63% | |
| 5. | 4,728,436 | $1,750,325,154 | 2.59% |
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