Position
Fundsmith LLP in Microsoft Corp
Back to the book · All holders of MSFT
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$235.9M$483.62 → $370.17
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 2.08M | $1.01B | — | — | — | 5.9% |
| Q1 2026 | 2.08M | $769.9M | $370.17 | −$235.9M | −$113.2K | 6.0% |