Torno Capital’s Microsoft MSFT Stock Holding History

Torno 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
2026 Q2	$325M	Buy	+870,000	New	+$352M	9.35%	4
2024 Q3	–	Sell	-200,000	Closed	-$89.4M	–	272
2024 Q2	$89.4M	Buy	200,000 +15,000	+8%	+$6.33M	4.17%	10
2024 Q1	$77.8M	Buy	+185,000	New	+$74.9M	4.98%	7

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Torno Capital's MSFT Position: Q2 2026 in Review

Torno Capital opened a new position in Microsoft (MSFT) in Q2 2026: 870,000 shares worth $325M. The stake represents 9.35% of the portfolio and ranks #3 among its holdings. This is a return to the name: Torno Capital previously reported a position in MSFT as recently as Q2 2024.

Torno Capital first reported a position in MSFT in Q1 2024 and has held it in 3 quarters since. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Torno Capital held 870,000 shares of Microsoft worth $325M as of Q2 2026.
Microsoft was a new Torno Capital position in Q2 2026.
Microsoft made up 9.35% of Torno Capital's portfolio in Q2 2026, its #3 holding.
Torno Capital first reported a position in Microsoft in Q1 2024 and has held it in 3 quarters since.
6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Torno Capital's 13F filing for Q2 2026, filed 14 Aug 2026.