{
 "company": "Microsoft",
 "ticker": "MSFT",
 "page": "https://www.moatshark.com/s/msft",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "AltaRock Partners",
   "moatshark_slug": "altarock-partners",
   "period": "2026-06-30",
   "portfolio_pct": 20.54,
   "value_usd": 870808476,
   "change": "ADD",
   "share_change_pct": 25,
   "quarters_held": 21
  },
  {
   "manager": "Pershing Square",
   "moatshark_slug": "pershing-square",
   "period": "2026-06-30",
   "portfolio_pct": 11.89,
   "value_usd": 2315234425,
   "change": "ADD",
   "share_change_pct": 9.8,
   "quarters_held": 2
  },
  {
   "manager": "Vulcan Value Partners",
   "moatshark_slug": "vulcan-value-partners",
   "period": "2026-06-30",
   "portfolio_pct": 11.21,
   "value_usd": 368135303,
   "change": "REDUCE",
   "share_change_pct": -11,
   "quarters_held": 31
  },
  {
   "manager": "Matrix Asset Advisors",
   "moatshark_slug": "matrix-asset-advisors",
   "period": "2026-09-30",
   "portfolio_pct": 7.31,
   "value_usd": 88737844,
   "change": "ADD",
   "share_change_pct": 0.1,
   "quarters_held": 54
  },
  {
   "manager": "Wedgewood Partners",
   "moatshark_slug": "wedgewood-partners",
   "period": "2026-06-30",
   "portfolio_pct": 6.89,
   "value_usd": 33391897,
   "change": "ADD",
   "share_change_pct": 21.1,
   "quarters_held": 26
  },
  {
   "manager": "Troy Asset Management",
   "moatshark_slug": "troy-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 6.86,
   "value_usd": 246141350,
   "change": "REDUCE",
   "share_change_pct": -4,
   "quarters_held": 36
  },
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 6.74,
   "value_usd": 782824321,
   "change": "REDUCE",
   "share_change_pct": -26.3,
   "quarters_held": 36
  },
  {
   "manager": "Mairs & Power",
   "moatshark_slug": "mairs-power",
   "period": "2026-06-30",
   "portfolio_pct": 6.68,
   "value_usd": 727663988,
   "change": "ADD",
   "share_change_pct": 0.4,
   "quarters_held": 53
  },
  {
   "manager": "Jensen Investment Management",
   "moatshark_slug": "jensen-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 6.67,
   "value_usd": 274969455,
   "change": "REDUCE",
   "share_change_pct": -37.1,
   "quarters_held": 53
  },
  {
   "manager": "AKO Capital",
   "moatshark_slug": "ako-capital",
   "period": "2026-06-30",
   "portfolio_pct": 5.46,
   "value_usd": 234340000,
   "change": "REDUCE",
   "share_change_pct": -14.6,
   "quarters_held": 16
  },
  {
   "manager": "Yacktman Asset Management",
   "moatshark_slug": "yacktman-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 4.65,
   "value_usd": 376483118,
   "change": "ADD",
   "share_change_pct": 1.6,
   "quarters_held": 53
  },
  {
   "manager": "Fundsmith",
   "moatshark_slug": "fundsmith",
   "period": "2026-06-30",
   "portfolio_pct": 4.36,
   "value_usd": 595614836,
   "change": "REDUCE",
   "share_change_pct": -23.2,
   "quarters_held": 32
  },
  {
   "manager": "Weitz Investment Management",
   "moatshark_slug": "weitz-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 3.96,
   "value_usd": 57146664,
   "change": "REDUCE",
   "share_change_pct": -9.6,
   "quarters_held": 33
  },
  {
   "manager": "Cantillon Capital Management",
   "moatshark_slug": "cantillon-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 3.86,
   "value_usd": 25701451,
   "change": "REDUCE",
   "share_change_pct": -93.8,
   "quarters_held": 26
  },
  {
   "manager": "Muhlenkamp & Company",
   "moatshark_slug": "muhlenkamp-company",
   "period": "2026-06-30",
   "portfolio_pct": 3.54,
   "value_usd": 12226206,
   "change": "REDUCE",
   "share_change_pct": -0.5,
   "quarters_held": 50
  },
  {
   "manager": "RV Capital",
   "moatshark_slug": "rv-capital",
   "period": "2026-06-30",
   "portfolio_pct": 3.22,
   "value_usd": 12346962,
   "change": "ADD",
   "share_change_pct": 31.2,
   "quarters_held": 7
  },
  {
   "manager": "Dodge & Cox",
   "moatshark_slug": "dodge-cox",
   "period": "2026-06-30",
   "portfolio_pct": 2.51,
   "value_usd": 4788170142,
   "change": "ADD",
   "share_change_pct": 7.3,
   "quarters_held": 53
  },
  {
   "manager": "Markel Group",
   "moatshark_slug": "markel-group",
   "period": "2026-06-30",
   "portfolio_pct": 1.53,
   "value_usd": 200546744,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 43
  },
  {
   "manager": "H&H International (Duan Yongping)",
   "moatshark_slug": "h-h-international-duan-yongping",
   "period": "2026-06-30",
   "portfolio_pct": 1.47,
   "value_usd": 281294382,
   "change": "REDUCE",
   "share_change_pct": -25.8,
   "quarters_held": 6
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 1.19,
   "value_usd": 723738832,
   "change": "ADD",
   "share_change_pct": 46.4,
   "quarters_held": 53
  },
  {
   "manager": "Davis Selected Advisers",
   "moatshark_slug": "davis-selected-advisers",
   "period": "2026-06-30",
   "portfolio_pct": 0.15,
   "value_usd": 34704890,
   "change": "ADD",
   "share_change_pct": 18.5,
   "quarters_held": 53
  },
  {
   "manager": "Kahn Brothers",
   "moatshark_slug": "kahn-brothers",
   "period": "2026-06-30",
   "portfolio_pct": 0.13,
   "value_usd": 808707,
   "change": "ADD",
   "share_change_pct": 3.6,
   "quarters_held": 10
  },
  {
   "manager": "Brave Warrior Advisors",
   "moatshark_slug": "brave-warrior-advisors",
   "period": "2026-06-30",
   "portfolio_pct": 0.03,
   "value_usd": 1594660,
   "change": "ADD",
   "share_change_pct": 111.1,
   "quarters_held": 15
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 0.03,
   "value_usd": 25593648,
   "change": "ADD",
   "share_change_pct": 915.4,
   "quarters_held": 53
  },
  {
   "manager": "Horizon Kinetics",
   "moatshark_slug": "horizon-kinetics",
   "period": "2026-06-30",
   "portfolio_pct": 0.03,
   "value_usd": 2571569,
   "change": "REDUCE",
   "share_change_pct": -0.4,
   "quarters_held": 30
  },
  {
   "manager": "Semper Augustus",
   "moatshark_slug": "semper-augustus",
   "period": "2026-06-30",
   "portfolio_pct": 0.03,
   "value_usd": 239106,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "manager": "Giverny Capital",
   "moatshark_slug": "giverny-capital",
   "period": "2026-06-30",
   "portfolio_pct": 0.02,
   "value_usd": 666587,
   "change": "REDUCE",
   "share_change_pct": -6.4,
   "quarters_held": 7
  },
  {
   "manager": "Gardner Russo & Quinn",
   "moatshark_slug": "gardner-russo-quinn",
   "period": "2026-06-30",
   "portfolio_pct": 0.01,
   "value_usd": 1336904,
   "change": "ADD",
   "share_change_pct": 1.1,
   "quarters_held": 53
  },
  {
   "manager": "Appaloosa",
   "moatshark_slug": "appaloosa",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 25
  },
  {
   "manager": "Ruane, Cunniff & Goldfarb (Sequoia)",
   "moatshark_slug": "ruane-cunniff-goldfarb-sequoia",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 274916,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 13
  },
  {
   "manager": "TCI Fund Management",
   "moatshark_slug": "tci-fund-management",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 10
  }
 ]
}