Katamaran Capital’s Microsoft MSFT Stock Holding History

Katamaran Capital’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	$2.93M	Sell	7,907 -13,430	-63%	-$5.62M	2.36%	17
2025 Q4	$10.3M	Buy	21,337 +8,392	+65%	+$4.21M	7.81%	1
2025 Q3	$6.7M	Sell	12,945 -1,121	-8%	-$572K	6.12%	5
2025 Q2	$7M	Buy	14,066 +10,052	+250%	+$4.37M	6.5%	4
2025 Q1	$1.51M	Buy	4,014 +546	+16%	+$223K	1.94%	20
2024 Q4	$1.46M	Buy	+3,468	New	+$1.48M	1.86%	20

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Katamaran Capital's MSFT Position: Q1 2026 in Review

Katamaran Capital reduced its Microsoft (MSFT) stake by 63% in Q1 2026, selling an estimated $5.62M and leaving 7,907 shares worth $2.93M. The position accounts for 2.36% of the portfolio, ranked #17.

Katamaran Capital first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Katamaran Capital held 7,907 shares of Microsoft worth $2.93M as of Q1 2026.
Katamaran Capital sold 13,430 Microsoft shares in Q1 2026, an estimated $5.62M.
Microsoft made up 2.36% of Katamaran Capital's portfolio in Q1 2026, its #17 holding.
Katamaran Capital first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Katamaran Capital's Microsoft position peaked at $10.3M in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Katamaran Capital's 13F filing for Q1 2026, filed 5 May 2026.