MSFT MICROSOFT CORP COM

Ownership history in ITHAKA GROUP LLC  ·  65 quarters on record

This page tracks every 13F SEC filing in which ITHAKA GROUP LLC reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.68% (2022 Q2)
Avg. % of fund
3.52%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
65
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,789 +1,133 +1.4% 7.14% $40.0M $482.52
2025 Q3 REDUCED 81,656 -200 -0.2% 7.22% $42.3M $515.81
2025 Q2 ADDED 81,856 +1,627 +2.0% 6.97% $40.7M $494.54
2025 Q1 REDUCED 80,229 -3,904 -4.6% 6.14% $30.1M $372.54
2024 Q4 REDUCED 84,133 -5,518 -6.2% 6.53% $35.5M $417.46
2024 Q3 REDUCED 89,651 -2,192 -2.4% 7.32% $38.6M $425.32
2024 Q2 REDUCED 91,843 -2,913 -3.1% 7.58% $41.0M $440.99
2024 Q1 REDUCED 94,756 -6,529 -6.4% 7.52% $39.9M $414.36
2023 Q4 REDUCED 101,285 -8,501 -7.7% 7.53% $38.1M $369.67
2023 Q3 REDUCED 109,786 -5,234 -4.6% 7.98% $34.7M $309.77
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
← Back to ITHAKA GROUP LLC Holdings