Miura Global Management’s Microsoft MSFT Stock Holding History

Miura Global 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	$1.49M	Sell	4,000 -6,000	-60%	-$2.43M	5.92%	9
2026 Q1	$3.7M	Sell	10,000 -10,000	-50%	-$4.18M	8.45%	2
2025 Q4	$9.67M	Hold	20,000	–	–	4.89%	5
2025 Q3	$10.4M	Sell	20,000 -30,000	-60%	-$15.3M	15.25%	2
2025 Q2	$24.9M	Buy	50,000 +40,000	+400%	+$17.4M	26.72%	1
2025 Q1	$3.75M	Sell	10,000 -22,000	-69%	-$8.97M	5.56%	8
2024 Q4	$13.5M	Buy	32,000 +2,000	+7%	+$852K	14.72%	1
2024 Q3	$12.9M	Sell	30,000 -5,000	-14%	-$2.14M	14.82%	1
2024 Q2	$15.6M	Sell	35,000 -5,000	-13%	-$2.11M	15.25%	1
2024 Q1	$16.8M	Sell	40,000 -35,000	-47%	-$14.2M	14.35%	1
2023 Q4	$28.2M	Sell	75,000 -5,000	-6%	-$1.78M	15.77%	1
2023 Q3	$25.3M	Sell	80,000 -20,000	-20%	-$6.61M	17.28%	1
2023 Q2	$34.1M	Hold	100,000	–	–	12.17%	2
2023 Q1	$28.8M	Buy	100,000 +40,000	+67%	+$10.2M	16.76%	1
2022 Q4	$14.4M	Buy	60,000 +8,000	+15%	+$1.92M	7.24%	4
2022 Q3	$12.1M	Buy	52,000 +2,000	+4%	+$528K	7.26%	4
2022 Q2	$12.8M	Sell	50,000 -60,000	-55%	-$16.3M	8.81%	4
2022 Q1	$33.9M	Sell	110,000 -110,000	-50%	-$33.1M	11.02%	1
2021 Q4	$74M	Buy	220,000 +21,000	+11%	+$6.81M	12.54%	1
2021 Q3	$56.1M	Buy	199,000 +59,000	+42%	+$17.2M	8.7%	2
2021 Q2	$37.9M	Buy	140,000 +23,000	+20%	+$5.85M	6.92%	2
2021 Q1	$27.6M	Buy	117,000 +69,200	+145%	+$16.1M	4.93%	3
2020 Q4	$10.6M	Sell	47,800 -3,100	-6%	-$667K	2.01%	17
2020 Q3	$10.7M	Sell	50,900 -32,100	-39%	-$6.74M	3.04%	13
2020 Q2	$16.9M	Sell	83,000 -117,000	-59%	-$21.2M	4.46%	9
2020 Q1	$31.5M	Sell	200,000 -5,000	-2%	-$822K	8.17%	2
2019 Q4	$32.3M	Sell	205,000 -45,000	-18%	-$6.61M	5.56%	6
2019 Q3	$34.8M	Sell	250,000 -50,000	-17%	-$6.88M	6.12%	4
2019 Q2	$40.2M	Buy	+300,000	New	+$38.1M	6.51%	3

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Miura Global Management's MSFT Position: Q2 2026 in Review

Miura Global Management reduced its Microsoft (MSFT) stake by 60% in Q2 2026, selling an estimated $2.43M and leaving 4,000 shares worth $1.49M. The position accounts for 5.92% of the portfolio, ranked #9.

Miura Global Management first reported a position in MSFT in Q2 2019 and has held it in 29 quarters since. The position peaked at $74M in Q4 2021. 2,919 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Miura Global Management held 4,000 shares of Microsoft worth $1.49M as of Q2 2026.
Miura Global Management sold 6,000 Microsoft shares in Q2 2026, an estimated $2.43M.
Microsoft made up 5.92% of Miura Global Management's portfolio in Q2 2026, its #9 holding.
Miura Global Management first reported a position in Microsoft in Q2 2019 and has held it in 29 quarters since.
Miura Global Management's Microsoft position peaked at $74M in Q4 2021.
2,919 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Miura Global Management's 13F filing for Q2 2026, filed 20 Jul 2026.