SCGE Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $282M | Sell |
762,900
-89,100
| -10% | -$37.3M | 8.56% | 3 |
|
|
2025
Q4 | $412M | Buy |
852,000
+241,000
| +39% | +$121M | 9.39% | 3 |
|
|
2025
Q3 | $316M | Buy |
611,000
+152,000
| +33% | +$77.5M | 6.18% | 5 |
|
|
2025
Q2 | $228M | Buy |
+459,000
| New | +$199M | 4.79% | 12 |
|
|
2025
Q1 | – | Sell |
-249,000
| Closed | -$105M | – | 22 |
|
|
2024
Q4 | $105M | Sell |
249,000
-846,000
| -77% | -$360M | 1.94% | 16 |
|
|
2024
Q3 | $471M | Sell |
1,095,000
-185,000
| -14% | -$79.1M | 10.27% | 3 |
|
|
2024
Q2 | $572M | Sell |
1,280,000
-220,000
| -15% | -$92.9M | 11.18% | 3 |
|
|
2024
Q1 | $631M | Hold |
1,500,000
| – | – | 11.95% | 3 |
|
|
2023
Q4 | $564M | Buy |
1,500,000
+158,000
| +12% | +$56.2M | 12.6% | 3 |
|
|
2023
Q3 | $424M | Buy |
1,342,000
+151,000
| +13% | +$49.9M | 11.02% | 3 |
|
|
2023
Q2 | $406M | Hold |
1,191,000
| – | – | 9.56% | 4 |
|
|
2023
Q1 | $343M | Sell |
1,191,000
-414,000
| -26% | -$106M | 9.43% | 4 |
|
|
2022
Q4 | $385M | Hold |
1,605,000
| – | – | 13.6% | 1 |
|
|
2022
Q3 | $374M | Hold |
1,605,000
| – | – | 12.61% | 1 |
|
|
2022
Q2 | $412M | Hold |
1,605,000
| – | – | 11.83% | 2 |
|
|
2022
Q1 | $495M | Hold |
1,605,000
| – | – | 7.64% | 5 |
|
|
2021
Q4 | $540M | Hold |
1,605,000
| – | – | 6.12% | 5 |
|
|
2021
Q3 | $452M | Hold |
1,605,000
| – | – | 4.2% | 8 |
|
|
2021
Q2 | $435M | Hold |
1,605,000
| – | – | 4.07% | 11 |
|
|
2021
Q1 | $378M | Hold |
1,605,000
| – | – | 4.25% | 11 |
|
|
2020
Q4 | $357M | Buy |
1,605,000
+110,000
| +7% | +$23.7M | 4.15% | 12 |
|
|
2020
Q3 | $314M | Buy |
1,495,000
+89,502
| +6% | +$18.8M | 4.9% | 10 |
|
|
2020
Q2 | $286M | Buy |
1,405,498
+154,000
| +12% | +$28M | 5.52% | 9 |
|
|
2020
Q1 | $197M | Buy |
1,251,498
+361,800
| +41% | +$59.5M | 6.21% | 6 |
|
|
2019
Q4 | $140M | Hold |
889,698
| – | – | 5.67% | 7 |
|
|
2019
Q3 | $124M | Hold |
889,698
| – | – | 6.25% | 7 |
|
|
2019
Q2 | $119M | Hold |
889,698
| – | – | 5.95% | 6 |
|
|
2019
Q1 | $105M | Hold |
889,698
| – | – | 6.54% | 6 |
|
|
2018
Q4 | $90.4M | Buy |
+889,698
| New | +$95.3M | 7.99% | 5 |
|
|
2017
Q4 | – | Sell |
-485,000
| Closed | -$36.1M | – | 20 |
|
|
2017
Q3 | $36.1M | Hold |
485,000
| – | – | 7.52% | 7 |
|
|
2017
Q2 | $33.4M | Hold |
485,000
| – | – | 8.48% | 7 |
|
|
2017
Q1 | $31.9M | Sell |
485,000
-165,000
| -25% | -$10.6M | 8.3% | 4 |
|
|
2016
Q4 | $40.4M | Buy |
650,000
+50,000
| +8% | +$3.01M | 13.46% | 1 |
|
|
2016
Q3 | $34.6M | Buy |
600,000
+150,000
| +33% | +$8.47M | 9.62% | 6 |
|
|
2016
Q2 | $23M | Buy |
+450,000
| New | +$23.4M | 7.12% | 7 |
|
Other funds holding MSFT
VCM
VPM
SCGE Management's MSFT Position: Q1 2026 in Review
SCGE Management reduced its Microsoft (MSFT) stake by 10% in Q1 2026, selling an estimated $37.3M and leaving 762,900 shares worth $282M. The position accounts for 8.56% of the portfolio, ranked #3.
SCGE Management first reported a position in MSFT in Q2 2016 and has held it in 35 quarters since. The position peaked at $631M in Q1 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- SCGE Management held 762,900 shares of Microsoft worth $282M as of Q1 2026.
- SCGE Management sold 89,100 Microsoft shares in Q1 2026, an estimated $37.3M.
- Microsoft made up 8.56% of SCGE Management's portfolio in Q1 2026, its #3 holding.
- SCGE Management first reported a position in Microsoft in Q2 2016 and has held it in 35 quarters since.
- SCGE Management's Microsoft position peaked at $631M in Q1 2024.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on SCGE Management's 13F filing for Q1 2026, filed 15 May 2026.