Microsoft at PPFCF

Sat, 16 May 2026 00:00:00 +0000

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Microsoft Corporation has been a sustained, long-term international holding of the Parag Parikh Flexi Cap Fund (PPFCF) since the earlier years of the scheme. The position was built when PPFCF still carried the name Parag Parikh Long Term Value Fund (PPLTVF), and it has been retained through the Satya Nadella reinvention of the company, the rise of Microsoft Azure as the second-largest public cloud, and the post-2022 transition into artificial intelligence and Copilot products.

PPFAS view on technology stocks

Sat, 16 May 2026 00:00:00 +0000

The PPFAS view on technology stocks is the body of investment reasoning through which PPFAS Mutual Fund has built and maintained substantial positions in technology-sector equities at the Parag Parikh Flexi Cap Fund , spanning both the foreign-core technology allocation in US-listed mega-cap technology and consumer-digital franchises (Alphabet at PPFCF , Microsoft at PPFCF , Amazon at PPFCF , Meta Platforms at PPFCF ) and the Indian information-technology services holdings at Infosys Limited, Tata Consultancy Services Limited, HCL Technologies Limited and Persistent Systems Limited. The technology-sector view is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety , focused portfolio construction and the owner mindset framework.

Microsoft on WebNotes

Microsoft at PPFCF

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PPFAS view on technology stocks