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 Q2	$1.7M	Sell	4,555 -3,352	-42%	-$1.36M	1.35%	28
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Katamaran Capital's MSFT Position: Q2 2026 in Review

Katamaran Capital reduced its Microsoft (MSFT) stake by 42% in Q2 2026, selling an estimated $1.36M and leaving 4,555 shares worth $1.7M. The position accounts for 1.35% of the portfolio, ranked #28.

Katamaran Capital first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Katamaran Capital held 4,555 shares of Microsoft worth $1.7M as of Q2 2026.
Katamaran Capital sold 3,352 Microsoft shares in Q2 2026, an estimated $1.36M.
Microsoft made up 1.35% of Katamaran Capital's portfolio in Q2 2026, its #28 holding.
Katamaran Capital first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Katamaran Capital's Microsoft position peaked at $10.3M in Q4 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Katamaran Capital's 13F filing for Q2 2026, filed 21 Jul 2026.