Bowie Capital Management’s Microsoft MSFT Stock Holding History

Bowie Capital Management’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74.6M	Buy	200,000 +130,000	+186%	+$52.6M	3.17%	16
2026 Q1	$25.9M	Buy	+70,000	New	+$29.3M	0.96%	26
2025 Q2	–	Sell	-21,000	Closed	-$7.88M	–	39
2025 Q1	$7.88M	Buy	+21,000	New	+$8.56M	0.37%	28
2023 Q4	–	Sell	-478,900	Closed	-$151M	–	34
2023 Q3	$151M	Buy	+478,900	New	+$158M	12.87%	1
2022 Q4	–	Sell	-500,000	Closed	-$116M	–	42
2022 Q3	$116M	Buy	+500,000	New	+$132M	12.25%	2
2021 Q4	–	Sell	-20,000	Closed	-$5.64M	–	39
2021 Q3	$5.64M	Buy	+20,000	New	+$5.82M	0.61%	31
2020 Q4	–	Sell	-260,000	Closed	-$54.7M	–	43
2020 Q3	$54.7M	Buy	+260,000	New	+$54.6M	8.72%	1

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bowie Capital Management's MSFT Position: Q2 2026 in Review

Bowie Capital Management increased its Microsoft (MSFT) stake by 0.1% in Q2 2026, buying an estimated $146K and bringing the position to 379,509 shares worth $142M. The position accounts for 6.02% of the portfolio, ranked #2.

Bowie Capital Management first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $169M in Q4 2025. 5,210 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Bowie Capital Management held 379,509 shares of Microsoft worth $142M as of Q2 2026.
Bowie Capital Management bought 361 Microsoft shares in Q2 2026, an estimated $146K.
Microsoft made up 6.02% of Bowie Capital Management's portfolio in Q2 2026, its #2 holding.
Bowie Capital Management first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
Bowie Capital Management's Microsoft position peaked at $169M in Q4 2025.
5,210 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.