Billionaire Lee Ainslie’s Top 5 Stock Picks

3. Microsoft Corporation (NASDAQ: MSFT)

Value: $320,131,000
Percent of Lee Ainslie’s 13F Portfolio: 5.1%
Number of Hedge Fund Holders: 258

Microsoft ranks 3rd on the list of Lee Ainslie’s top 10 stock picks. The stock has gained 52% over the last 12 months. The company recently completed its $7.5 billion acquisition of ZeniMax Media, a gaming company behind the developer of famous games like Doom, Quake and Rage series. It also owns Arkane Studios, MachineGames and Bethesda Game Studios.

With a $5.2 billion stake in Microsoft, Fisher Asset Management owns 23.4 million shares of the company as of the end of the fourth quarter of 2020. Our database shows that 258 hedge funds held stakes in Microsoft as of the end of the fourth quarter, versus 234 funds in the third quarter.