Chris Davis acquired 248k Microsoft shares worth $126M. That's 0.65% of their equity portfolio (35th largest holding). The first Microsoft trade was made in Q2 1999. Since then Chris Davis bought shares fifteen more times and sold shares on 62 occasions. The stake costed the investor $7.56M, netting the investor a gain of 1566% so far.
Microsoft (MSFT) cut 9,000 workers from its company in what Christopher P. Davis calls a "capital allocation decision.