| Quarter | Score |
|---|---|
| 2022-Q1 | 62.7 |
| 2022-Q3 | 78.3 |
| 2022-Q4 | 59.5 |
| 2023-Q1 | 54.4 |
| 2023-Q2 | 65.8 |
| 2023-Q3 | 49.5 |
| 2023-Q4 | 75.1 |
| 2024-Q1 | 75.7 |
| 2024-Q2 | 73.7 |
| 2024-Q3 | 87.6 |
| 2024-Q4 | 87.2 |
| 2025-Q1 | 82.2 |
| 2025-Q2 | 87.2 |
| 2025-Q3 | 87.2 |
| 2025-Q4 | 87.1 |
| 2026-Q1 | 87.2 |
| 2026-Q2 | 86.6 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +35.2% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold MSFT. Avg conviction: 6.0%. Net adding. First tracked at $400.24 (current +35.2% vs tracked).
Pershing Square has 11.9% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Pershing Square | 11.9% | Add |
| Citadel Advisors | 0.2% | Add |