MSFT — MICROSOFT CORP

Ownership history in JOHO CAPITAL LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which JOHO CAPITAL LLC reported a position in MICROSOFT CORP (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
45.85% (2022 Q4)
Avg. % of fund
33.68%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 359,300 -49,400 -12.1% 37.09% $173.8M $482.52
2025 Q3 REDUCED 408,700 -147,500 -26.5% 37.60% $211.7M $515.81
2025 Q2 UNCHANGED 556,200 — 0% 38.97% $276.7M $494.54
2025 Q1 UNCHANGED 556,200 — 0% 36.07% $208.8M $372.54
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)

Other funds also holding MSFT

As of 2025 Q4 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 46.15% DDD Partners, LLC 3Y 7Y 35.36% Thiel Macro LLC 3Y 34.09% Elite Wealth Management, Inc. 3Y 7Y 32.49% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 28.48% Ursa Fund Management, LLC 3Y 7Y 26.96% Ursa Fund Management, LLC 3Y 7Y 26.52% Lakeside Advisors, INC. 3Y 26.29% CRITERIA CAIXA, S.A.U. 24.95% Cable Car Capital, LP 23.42%
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