CLEAR STREET LLC MSFT — MICROSOFT CORP

Ownership history in CLEAR STREET LLC  ·  23 quarters on record

AI Ownership Summary

CLEAR STREET LLC reported MICROSOFT CORP (MSFT) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 17.88% in 2024 Q1. The latest visible filing shows MSFT at 5.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLEAR STREET LLC's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

MSFT was reported at 5.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.88% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page CLEAR STREET LLC fund profile CLEAR STREET LLC full holdings
How CLEAR STREET LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 17 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 2,834,561 +8,561 +0.3% 5.63% $1.41B 2025-08-14 (Est.) $518.34
2025 Q2 ADDED — — — 2,826,000 +199,500 +7.6% 5.61% $1.41B 2025-08-14 (Est.) $518.34
2025 Q1 REDUCED 30.3% +32.8% ❌ 2,626,500 -1,140,000 -30.3% 8.69% $985.96B 2025-05-15 $449.54
2025 Q1 ADDED — — — 3,766,500 +2,626,500 +230.4% 12.46% $1413.91B 2025-05-15 $449.54
2025 Q1 REDUCED 52.4% +32.8% ❌ 1,140,000 -1,256,500 -52.4% 3.77% $427.94B 2025-05-15 $449.54
2024 Q4 UNCHANGED — — — 2,396,500 — 0% 10.10% $1.01B 2025-02-14 $403.64
2024 Q4 ADDED — — — 2,396,500 +360,000 +17.7% 10.10% $1.01B 2025-02-14 $403.64
2024 Q3 UNCHANGED — — — 2,036,500 — 0% 9.95% $876.3M 2024-11-14 $421.04
2024 Q3 ADDED — — — 2,036,500 +150,000 +8.0% 9.95% $876.3M 2024-11-14 $421.04
2024 Q2 REDUCED 42.2% -3.5% ✅ 1,886,500 -1,375,000 -42.2% 7.95% $843.2M 2024-08-12 $400.52
2024 Q2 ADDED — — — 3,261,500 +1,886,500 +137.2% 13.74% $1.46B 2024-08-12 $400.52
2024 Q2 REDUCED 27.2% -3.5% ✅ 1,375,000 -515,000 -27.2% 5.79% $614.6M 2024-08-12 $400.52
2024 Q1 REDUCED 36.5% +8.8% ❌ 1,890,000 -1,086,500 -36.5% 11.35% $795.2M 2024-05-13 $406.59
2024 Q1 ADDED — — — 2,976,500 +1,890,000 +174.0% 17.88% $1.25B 2024-05-13 $406.59
2024 Q1 ADDED — — — 1,086,500 +836,500 +334.6% 6.53% $457.1M 2024-05-13 $406.59
2023 Q4 UNCHANGED — — — 250,000 — 0% 2.31% $94.0M 2024-02-14 $402.43
2023 Q4 UNCHANGED — — — 250,000 — 0% 2.31% $94.0M 2024-02-14 $402.43
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% Soroban Capital Partners LP 3Y 7Y 42.88% Thiel Macro LLC 3Y 34.09% TRB Advisors LP 3Y 7Y 31.72% JOHO CAPITAL LLC 3Y 7Y 30.59% DDD Partners, LLC 3Y 7Y 29.42% Elite Wealth Management, Inc. 3Y 7Y 28.39% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% TenCore Partners, LP 3Y 22.68%

FAQ About CLEAR STREET LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLEAR STREET LLC reported owning MSFT?

CLEAR STREET LLC reported MSFT across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported MSFT position in CLEAR STREET LLC's portfolio?

The largest reported portfolio weight for MSFT was 17.88% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q2, when CLEAR STREET LLC reported 2,834,561 shares, equal to 5.63% of portfolio, with an estimated market value of $1.41B.

What does the chart on this MSFT ownership page compare?

The chart compares CLEAR STREET LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLEAR STREET LLC time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, CLEAR STREET LLC correctly timed 3 out of 15 reported position changes (20%). The annualised alpha on MSFT relative to SPY over the holding period was +8.1%.

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