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.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。