Billionaire Jacob Rothschild’s RIT Capital Partners: 9 Stocks with Huge Upside Potential

7. Microsoft Corporation (NASDAQ:MSFT)

Upside Potential: 17.44%

Number of Hedge Fund Holders: 294

Share price return between July 1 and October 6: 7.42%

RIT Capital Partners holds $105,391,560 worth of Microsoft Corporation (NASDAQ:MSFT) shares, representing 13.21% of its portfolio. With this, the company secures a spot on our list of billionaire Jacob Rothschild’s RIT Capital Partners: 9 stocks with huge upside potential.

On October 3, 2025, BMO Capital reiterated its “Outperform” rating on Microsoft Corporation (NASDAQ:MSFT) with a $650 price target.

The retention of a bullish stance on Microsoft Corporation (NASDAQ:MSFT) is associated with the investment firm’s continued confidence in Azure’s growth trajectory amid accelerating enterprise cloud migrations. This includes migrations tied to VMware transitions.

Furthermore, BMO Capital expects Microsoft Corporation (NASDAQ:MSFT) to achieve 37% constant-currency Azure growth for the September quarter and sustain its momentum through 2025.

Meanwhile, some news portals reported on the same day that Microsoft Corporation (NASDAQ:MSFT) is planning to introduce an ad-supported version of Xbox Cloud Gaming. With this launch, the company is expected to allow users to stream select titles for free after short ads, extending Microsoft’s cloud strategy beyond Game Pass subscriptions. Additionally, Microsoft might aim to expand its audience in the gaming ecosystem with this launch.

Known for its platforms such as Windows, Microsoft 365, Azure, and Xbox, Microsoft Corporation (NASDAQ:MSFT) is engaged in the development and sale of software, cloud services, and computing devices. It is included in Jacob Rothschild’s RIT Capital Partners’  Stock Portfolio.