HOWARD HUGHES MEDICAL INSTITUTE MSFT — MICROSOFT CORP

Ownership history in HOWARD HUGHES MEDICAL INSTITUTE  ·  42 quarters on record

AI Ownership Summary

HOWARD HUGHES MEDICAL INSTITUTE reported MICROSOFT CORP (MSFT) in 42 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 9.11% in 2026 Q1. The latest visible filing shows MSFT at 8.57% 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 HOWARD HUGHES MEDICAL INSTITUTE'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
2026 Q2

MSFT was reported at 8.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.11% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 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 HOWARD HUGHES MEDICAL INSTITUTE fund profile HOWARD HUGHES MEDICAL INSTITUTE full holdings
How HOWARD HUGHES MEDICAL INSTITUTE 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 102,314 — 0% 8.57% $38.2M 2026-08-14 $494.47
2026 Q1 ADDED — — — 102,314 +100,714 +6294.6% 9.11% $37.9M 2026-05-15 $420.22
2025 Q4 ADDED — — — 1,600 +3 +0.2% 0.44% $774K 2026-02-17 $394.36
2025 Q3 REDUCED — — — 1,597 -14 -0.9% 0.48% $827K 2025-11-14 $506.02
2025 Q2 REDUCED 95.6% +3.6% ❌ 1,611 -35,389 -95.6% 0.32% $801K 2025-08-14 $517.37
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 8.17% REYL & Cie S.A. 6.07% Roxbury Financial LLC 5.56% Coastline Trust Co 3Y 7Y 4.67% Montecito Bank & Trust 3Y 7Y 3.15% First Financial Bank - Trust Division 3Y 7Y 2.64% Boltwood Capital Management 3Y 7Y 2.39% Polaris Financial Partners 2.01% Hickory Point Bank & Trust 1.86% First Citizens Financial Corp 3Y 1.65%

FAQ About HOWARD HUGHES MEDICAL INSTITUTE and MSFT

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

How long has HOWARD HUGHES MEDICAL INSTITUTE reported owning MSFT?

HOWARD HUGHES MEDICAL INSTITUTE reported MSFT across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MSFT position in HOWARD HUGHES MEDICAL INSTITUTE's portfolio?

The largest reported portfolio weight for MSFT was 9.11% in 2026 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q2, when HOWARD HUGHES MEDICAL INSTITUTE reported 102,314 shares, equal to 8.57% of portfolio, with an estimated market value of $38.2M.

What does the chart on this MSFT ownership page compare?

The chart compares HOWARD HUGHES MEDICAL INSTITUTE'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 HOWARD HUGHES MEDICAL INSTITUTE time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, HOWARD HUGHES MEDICAL INSTITUTE correctly timed 21 out of 36 reported position changes (58%). The annualised alpha on MSFT relative to SPY over the holding period was -3.0%.

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