Billionaire Daniel Sundheim’s Top 5 Stock Picks

4. Microsoft Corporation (NASDAQ: MSFT)

The hedge fund initiated a position in Microsoft Corporation (NASDAQ: MSFT) at the beginning of 2020 and increased its position by 64% in the September quarter, making it the fourth-largest stock holding of the 13F portfolio. Microsoft has been offering significant returns to investors both in the form of dividends and share price gains.

The shares of Microsoft grew 41% in the last twelve months while the company offers a quarterly dividend of $0.56 per share. Microsoft is massively profitable, generating $47.5 billion in net income over the last 12 months.