Skye Global 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 | $230M | Buy |
621,800
+29,800
| +5% | +$12.5M | 4.6% | 5 |
|
|
2025
Q4 | $286M | Sell |
592,000
-420,000
| -42% | -$210M | 5.28% | 3 |
|
|
2025
Q3 | $524M | Hold |
1,012,000
| – | – | 10.49% | 2 |
|
|
2025
Q2 | $503M | Hold |
1,012,000
| – | – | 8.76% | 3 |
|
|
2025
Q1 | $380M | Buy |
1,012,000
+340,000
| +51% | +$139M | 10.1% | 2 |
|
|
2024
Q4 | $283M | Buy |
672,000
+78,000
| +13% | +$33.2M | 5.9% | 2 |
|
|
2024
Q3 | $256M | Sell |
594,000
-60,000
| -9% | -$25.6M | 6.17% | 3 |
|
|
2024
Q2 | $292M | Sell |
654,000
-222,000
| -25% | -$93.8M | 6.61% | 2 |
|
|
2024
Q1 | $369M | Sell |
876,000
-420,000
| -32% | -$170M | 8.76% | 2 |
|
|
2023
Q4 | $487M | Sell |
1,296,000
-750,000
| -37% | -$267M | 13.96% | 2 |
|
|
2023
Q3 | $646M | Buy |
2,046,000
+10,000
| +0.5% | +$3.3M | 18.72% | 2 |
|
|
2023
Q2 | $693M | Sell |
2,036,000
-1,456,000
| -42% | -$456M | 19.19% | 2 |
|
|
2023
Q1 | $1.01B | Sell |
3,492,000
-1,346,500
| -28% | -$343M | 32.72% | 2 |
|
|
2022
Q4 | $1.16B | Sell |
4,838,500
-471,500
| -9% | -$113M | 39.94% | 2 |
|
|
2022
Q3 | $1.24B | Buy |
5,310,000
+34,000
| +0.6% | +$8.98M | 28.8% | 2 |
|
|
2022
Q2 | $1.36B | Buy |
5,276,000
+108,000
| +2% | +$29.3M | 29.31% | 2 |
|
|
2022
Q1 | $1.59B | Buy |
5,168,000
+1,040,000
| +25% | +$313M | 25.95% | 2 |
|
|
2021
Q4 | $1.39B | Sell |
4,128,000
-1,492,000
| -27% | -$484M | 23.3% | 2 |
|
|
2021
Q3 | $1.58B | Sell |
5,620,000
-638,000
| -10% | -$186M | 26.62% | 2 |
|
|
2021
Q2 | $1.7B | Buy |
6,258,000
+490,000
| +8% | +$125M | 30.61% | 1 |
|
|
2021
Q1 | $1.36B | Buy |
5,768,000
+842,000
| +17% | +$195M | 26.28% | 1 |
|
|
2020
Q4 | $1.1B | Buy |
4,926,000
+1,264,000
| +35% | +$272M | 25.68% | 1 |
|
|
2020
Q3 | $770M | Buy |
3,662,000
+1,464,000
| +67% | +$307M | 19.86% | 1 |
|
|
2020
Q2 | $447M | Buy |
2,198,000
+372,000
| +20% | +$67.5M | 17.41% | 1 |
|
|
2020
Q1 | $288M | Buy |
1,826,000
+1,045,000
| +134% | +$172M | 22.54% | 1 |
|
|
2019
Q4 | $123M | Buy |
781,000
+324,000
| +71% | +$47.6M | 11.79% | 4 |
|
|
2019
Q3 | $63.5M | Sell |
457,000
-616,000
| -57% | -$84.7M | 6.07% | 3 |
|
|
2019
Q2 | $144M | Sell |
1,073,000
-670,000
| -38% | -$85.1M | 15.27% | 3 |
|
|
2019
Q1 | $206M | Sell |
1,743,000
-22,000
| -1% | -$2.4M | 25.27% | 1 |
|
|
2018
Q4 | $179M | Sell |
1,765,000
-30,000
| -2% | -$3.21M | 36.22% | 1 |
|
|
2018
Q3 | $205M | Sell |
1,795,000
-140,000
| -7% | -$15.2M | 41.22% | 1 |
|
|
2018
Q2 | $191M | Sell |
1,935,000
-63,900
| -3% | -$6.19M | 41.11% | 1 |
|
|
2018
Q1 | $182M | Buy |
1,998,900
+1,271,400
| +175% | +$116M | 46.41% | 1 |
|
|
2017
Q4 | $62.2M | Buy |
+727,500
| New | +$59.7M | 26.54% | 1 |
|
Other funds holding MSFT
VCM
VPM
Skye Global Management's MSFT Position: Q1 2026 in Review
Skye Global Management increased its Microsoft (MSFT) stake by 5% in Q1 2026, buying an estimated $12.5M and bringing the position to 621,800 shares worth $230M. The position accounts for 4.6% of the portfolio, ranked #5.
Skye Global Management first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.7B in Q2 2021. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Skye Global Management held 621,800 shares of Microsoft worth $230M as of Q1 2026.
- Skye Global Management bought 29,800 Microsoft shares in Q1 2026, an estimated $12.5M.
- Microsoft made up 4.6% of Skye Global Management's portfolio in Q1 2026, its #5 holding.
- Skye Global Management first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- Skye Global Management's Microsoft position peaked at $1.7B in Q2 2021.
- 6,178 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.