Microsoft Corp. (MSFT) in Wally Weitz's Partners III Opportunity Fund Q2 2024

Leading the Charge in AI and Cloud Services

Apr 15, 2025

Summary

Strong performance driven by AI and cloud computing advancements.
Part of the elite group of companies valued over $1 trillion.
Potential risks include regulatory scrutiny and market competition.
Contributed significantly to the fund's performance.
Future outlook remains positive with continued innovation in AI.

In Wally Weitz's Partners III Opportunity Fund 2nd-Quarter Commentary 2024 Q2, Microsoft Corp. (MSFT, Financial) was highlighted as a key holding, benefiting from its leadership in AI and cloud services. The company's robust performance was a significant contributor to the fund's returns, underscoring its strategic importance in the portfolio.

"The largest companies led the way again this quarter, as the six companies valued over $1 trillion, including Microsoft, collectively delivered more than 100% of the Russell 3000's modestly positive return." — Wally Weitz, Partners III Opportunity Fund, Q2 2024 Fund Letter

Read full letter at gurufocus Wally Weitz's Partners III Opportunity Fund 2nd-Quarter Commentary 2024 Q2 page.

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