Ruffer LLP

Position in MSFT — Microsoft Corp

CIK 1426859 London, X0

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$169,676,726

+$53,648,421 QoQ

Shares Held

454,873

+45.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

6.11%

of 13F equity value

Holder Rank

#566

of 6,194 holders

Holding Since

Mar 2020

14 quarters on record

Technology · as of Jun 30, 2026

Ruffer LLP holds $190,884,693 across 6 Software - Infrastructure names. MSFT ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	454,873	$169,676,726
2	FTNT	Fortinet, Inc.	52,054	$7,996,535
3	DOX	Amdocs Ltd	116,121	$5,868,755
4	GEN	Gen Digital Inc.	228,498	$5,687,315
5	GCT	GigaCloud Technology Inc	48,921	$1,545,903
6	PAGS	PagSeguro Digital Ltd.	12,095	$109,459

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$169,676,726	454,873	+45.1%	Shares	Sole	2026-07-30
2026-03-31	$116,028,305	313,446	+30302.1%	Shares	Sole	2026-05-13
2022-12-31	$247,254	1,031	0.0%	Shares	Sole	2023-02-10
2022-09-30	$240,119	1,031	-9.4%	Shares	Sole	2022-11-10
2022-06-30	$292,272	1,138	-15.5%	Shares	Sole	2022-08-05
2022-03-31	$414,985	1,346	-48.1%	Shares	Sole	2022-05-12
2021-12-31	$872,414	2,594	-4.6%	Shares	Sole	2022-02-04
2021-09-30	$766,258	2,718	-0.8%	Shares	Sole	2021-11-10
2021-06-30	$741,995	2,739	-2.2%	Shares	Sole	2021-08-06
2021-03-31	$660,391	2,801	-7.6%	Shares	Sole	2021-05-11
2020-12-31	$674,599	3,033	-13.1%	Shares	Sole	2021-02-09
2020-09-30	$734,051	3,490	-52.7%	Shares	Sole	2020-11-12
2020-06-30	$1,502,514	7,383	-44.3%	Shares	Sole	2020-08-04
2020-03-31	$2,089,972	13,252	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.