Last year this time David Einhorn recommended Microsoft (MSFT) at the Ira Sohn Conference (read the details here). The stock returned more than 20% since then and outperformed the market by about 20% as well. However, David Einhorn‘s recent 13F holdings tell us that he now picks Apple (AAPL) over Microsoft (MSFT). David Einhorn had $876 million invested in Apple at the end of March. This is around 10% of Greenlight Capital’s AUM. It is a huge bet. On the other Einhorn’s Microsoft position was trimmed to $242 million.