Ownership history in HT Partners LLC Β· 52 quarters on record
This page tracks every 13F SEC filing in which HT Partners LLC reported a position in Microsoft Corp Equities (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HT Partners LLC outperformed the S&P 500 by +11.0% annually on this MSFT position. Timing score: 41% (18/44 decisions correct). Average cost basis: $54.85. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.0% per year on this position.
50 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
18 of 44 add/trim decisions correct
Best entry: $27.34 (2013 Q3) Β· Worst: $324.68 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 27 trims. Bought during 4 of 12 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.29% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size