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Napatree Capital’s Microsoft MSFT Stock Holding History

Napatree 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
2025
Q1 		$3.32M Buy
8,849
+424
+5% +$173K 1.87% 11
2024
Q4 		$3.55M Buy
8,425
+850
+11% +$362K 2.09% 10
2024
Q3 		$3.26M Buy
7,575
+708
+10% +$303K 2.27% 7
2024
Q2 		$3.07M Buy
6,867
+2,956
+76% +$1.25M 2.49% 7
2024
Q1 		$1.52M Buy
3,911
+8
+0.2% +$3.24K 1.47% 16
2023
Q4 		$1.47M Buy
+3,903
New +$1.39M 1.47% 16

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Napatree Capital's MSFT Position: Q1 2025 in Review

Napatree Capital increased its Microsoft (MSFT) stake by 5% in Q1 2025, buying an estimated $173K and bringing the position to 8,849 shares worth $3.32M. The position accounts for 1.87% of the portfolio, ranked #11.

Napatree Capital first reported a position in MSFT in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.55M in Q4 2024. 5,765 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • Napatree Capital held 8,849 shares of Microsoft worth $3.32M as of Q1 2025.
  • Napatree Capital bought 424 Microsoft shares in Q1 2025, an estimated $173K.
  • Microsoft made up 1.87% of Napatree Capital's portfolio in Q1 2025, its #11 holding.
  • Napatree Capital first reported a position in Microsoft in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Microsoft position peaked at $3.55M in Q4 2024.
  • 5,765 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.