NS Partners Ltd increased its holdings in Microsoft Corporation by 0.7% this quarter, pushing its total share count to 531,365. The investment, now worth $199.47 million, comprises 8.8% of the fund’s portfolio. It reflects the continuing confidence in the tech giant’s performance.

Durable Capital Partners LP has cut its stake in Roblox by almost 19%, selling over 794,000 shares in the first quarter. Despite this shift, the online gaming platform still makes up 1.8% of the fund’s portfolio, which now holds 3,466,575 shares.