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Foxhaven Asset Management’s Microsoft MSFT Stock Holding History

Foxhaven Asset 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
Q1 		– Sell
-596,657
Closed -$289M – 16
2025
Q4 		$289M Buy
596,657
+93,233
+19% +$46.7M 7.11% 6
2025
Q3 		$261M Sell
503,424
-84,111
-14% -$42.9M 6% 8
2025
Q2 		$292M Hold
587,535
– – 7.05% 7
2025
Q1 		$221M Buy
587,535
+31,065
+6% +$12.7M 6.7% 7
2024
Q4 		$235M Sell
556,470
-31,530
-5% -$13.4M 6.29% 7
2024
Q3 		$253M Sell
588,000
-31,560
-5% -$13.5M 7.08% 6
2024
Q2 		$277M Hold
619,560
– – 7.76% 4
2024
Q1 		$261M Sell
619,560
-16,007
-3% -$6.48M 7.03% 5
2023
Q4 		$239M Buy
635,567
+55,666
+10% +$19.8M 6.86% 5
2023
Q3 		$183M Buy
579,901
+35,000
+6% +$11.6M 5.89% 7
2023
Q2 		$186M Buy
544,901
+194,574
+56% +$61M 6.08% 8
2023
Q1 		$101M Buy
+350,327
New +$89.4M 3.65% 13
2016
Q2 		– Sell
-1,198,250
Closed -$66.2M – 19
2016
Q1 		$66.2M Sell
1,198,250
-148,769
-11% -$7.8M 7.42% 6
2015
Q4 		$74.7M Hold
1,347,019
– – 8.07% 3
2015
Q3 		$59.6M Buy
1,347,019
+17,778
+1% +$798K 6.98% 5
2015
Q2 		$58.7M Buy
1,329,241
+463,076
+53% +$21.1M 6.43% 4
2015
Q1 		$35.2M Buy
866,165
+484,815
+127% +$21.1M 4.2% 12
2014
Q4 		$17.7M Buy
+381,350
New +$17.9M 3.36% 12

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foxhaven Asset Management's MSFT Position: Q1 2026 in Review

Foxhaven Asset Management sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 596,657 shares — an estimated $289M sold.

Foxhaven Asset Management first reported a position in MSFT in Q4 2014 and held it in 18 quarters. The position peaked at $292M in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Foxhaven Asset Management reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • Foxhaven Asset Management sold 596,657 Microsoft shares in Q1 2026, an estimated $289M.
  • Foxhaven Asset Management first reported a position in Microsoft in Q4 2014 and held it in 18 quarters.
  • Foxhaven Asset Management's Microsoft position peaked at $292M in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Foxhaven Asset Management's 13F filing for Q1 2026, filed 15 May 2026.