FOLLOW THE PROS

First Eagle added MSFT · MICROSOFT CORPORATION

$1.0B · now 1.6% of the portfolio

TRADED BY

Sep 30

FILED

Nov 10

YOU SEE IT

Nov 10

41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.

$529 now

OUR VALUE

$529 today
low $186mid $249high $311

3 models, as of 2026-11-10.

Priced past our value: the move has played out.

Open the briefing →Share

Margin of Safety Weekly

Every Saturday: the market’s temperature, what the great investors filed, and the week’s research.

Send me the DeepValues Margin of Safety Weekly, one email every Saturday. I can unsubscribe at any time. Information only, not investment advice. Privacy