In its first-quarter 2026 investor letter, Antipodes Global Strategy highlighted Microsoft Corporation (NASDAQ:MSFT).
Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming
On June 24, 2026, Microsoft Corporation (NASDAQ:MSFT) closed at $365.46 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was -11.70%, and its shares lost 25.05% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $2.71 trillion.
Antipodes Global Strategy stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter: “Microsoft Corporation (NASDAQ:MSFT) saw a sharp correction amid the broader software sector selloff. Despite reporting strong Q2 earnings, elevated AI-related capital spending and concerns about potentially decelerating cloud growth and near-term monetisation weighed on investor sentiment.” Microsoft Corporation (NASDAQ:MSFT) ranks second on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 282 hedge fund portfolios held Microsoft Corporation (NASDAQ:MSFT) at the end of the first quarter, compared to 312 in the previous quarter.