MGM
Miura Global Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
50,000
+40,000
| +400% | +$19.9M | 26.72% | 1 |
|
|
2025
Q1 | $3.75M | Sell |
10,000
-22,000
| -69% | -$8.26M | 5.56% | 8 |
|
|
2024
Q4 | $13.5M | Buy |
32,000
+2,000
| +7% | +$843K | 14.72% | 1 |
|
|
2024
Q3 | $12.9M | Sell |
30,000
-5,000
| -14% | -$2.15M | 14.82% | 1 |
|
|
2024
Q2 | $15.6M | Sell |
35,000
-5,000
| -13% | -$2.23M | 15.25% | 1 |
|
|
2024
Q1 | $16.8M | Sell |
40,000
-35,000
| -47% | -$14.7M | 14.35% | 1 |
|
|
2023
Q4 | $28.2M | Sell |
75,000
-5,000
| -6% | -$1.88M | 15.77% | 1 |
|
|
2023
Q3 | $25.3M | Sell |
80,000
-20,000
| -20% | -$6.32M | 17.28% | 1 |
|
|
2023
Q2 | $34.1M | Hold |
100,000
| – | – | 12.17% | 1 |
|
|
2023
Q1 | $28.8M | Buy |
100,000
+40,000
| +67% | +$11.5M | 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% | +$466K | 7.26% | 4 |
|
|
2022
Q2 | $12.8M | Sell |
50,000
-60,000
| -55% | -$15.4M | 8.81% | 4 |
|
|
2022
Q1 | $33.9M | Sell |
110,000
-110,000
| -50% | -$33.9M | 11.02% | 1 |
|
|
2021
Q4 | $74M | Buy |
220,000
+21,000
| +11% | +$7.06M | 12.54% | 1 |
|
|
2021
Q3 | $56.1M | Buy |
199,000
+59,000
| +42% | +$16.6M | 8.7% | 2 |
|
|
2021
Q2 | $37.9M | Buy |
140,000
+23,000
| +20% | +$6.23M | 6.92% | 2 |
|
|
2021
Q1 | $27.6M | Buy |
117,000
+69,200
| +145% | +$16.3M | 4.93% | 3 |
|
|
2020
Q4 | $10.6M | Sell |
47,800
-3,100
| -6% | -$690K | 2.01% | 17 |
|
|
2020
Q3 | $10.7M | Sell |
50,900
-32,100
| -39% | -$6.75M | 3.04% | 13 |
|
|
2020
Q2 | $16.9M | Sell |
83,000
-117,000
| -59% | -$23.8M | 4.46% | 9 |
|
|
2020
Q1 | $31.5M | Sell |
200,000
-5,000
| -2% | -$789K | 8.17% | 2 |
|
|
2019
Q4 | $32.3M | Sell |
205,000
-45,000
| -18% | -$7.1M | 5.56% | 6 |
|
|
2019
Q3 | $34.8M | Sell |
250,000
-50,000
| -17% | -$6.95M | 6.12% | 4 |
|
|
2019
Q2 | $40.2M | Buy |
+300,000
| New | +$40.2M | 6.51% | 3 |
|