Triple Frond Partners’s Microsoft MSFT Stock Holding History

Triple Frond Partners’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	$131M	Hold	352,504	–	–	11.74%	3
2026 Q1	$130M	Hold	352,504	–	–	13.55%	2
2025 Q4	$170M	Sell	352,504 -32,674	-8%	-$16.4M	17.72%	1
2025 Q3	$200M	Sell	385,178 -17,865	-4%	-$9.11M	21.73%	1
2025 Q2	$200M	Hold	403,043	–	–	22.66%	1
2025 Q1	$151M	Buy	403,043 +124,585	+45%	+$50.8M	20.45%	1
2024 Q4	$117M	Buy	278,458 +26,314	+10%	+$11.2M	15.19%	2
2024 Q3	$108M	Buy	252,144 +23,490	+10%	+$10M	14.04%	5
2024 Q2	$102M	Hold	228,654	–	–	11.99%	4
2024 Q1	$96.2M	Hold	228,654	–	–	10.95%	5
2023 Q4	$86M	Sell	228,654 -24,650	-10%	-$8.77M	10.23%	5
2023 Q3	$80M	Hold	253,304	–	–	10.15%	6
2023 Q2	$86.3M	Hold	253,304	–	–	11.12%	6
2023 Q1	$73M	Hold	253,304	–	–	10.65%	6
2022 Q4	$60.7M	Buy	253,304 +23,650	+10%	+$5.68M	10.05%	5
2022 Q3	$53.5M	Sell	229,654 -28,733	-11%	-$7.59M	9.42%	5
2022 Q2	$66.4M	Buy	258,387 +48,983	+23%	+$13.3M	10.15%	5
2022 Q1	$64.6M	Hold	209,404	–	–	7.99%	6
2021 Q4	$70.4M	Sell	209,404 -40,646	-16%	-$13.2M	7.94%	5
2021 Q3	$70.5M	Hold	250,050	–	–	7.69%	7
2021 Q2	$67.7M	Hold	250,050	–	–	7.35%	6
2021 Q1	$59M	Hold	250,050	–	–	7.31%	6
2020 Q4	$55.6M	Sell	250,050 -129,000	-34%	-$27.7M	6.78%	7
2020 Q3	$79.7M	Buy	+379,050	New	+$79.6M	6.76%	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

Triple Frond Partners's MSFT Position: Q2 2026 in Review

Triple Frond Partners held its Microsoft (MSFT) position steady in Q2 2026 at 352,504 shares worth $131M. The position accounts for 11.74% of the portfolio, ranked #3.

Triple Frond Partners first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $200M in Q2 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Triple Frond Partners held 352,504 shares of Microsoft worth $131M as of Q2 2026.
Triple Frond Partners left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 11.74% of Triple Frond Partners's portfolio in Q2 2026, its #3 holding.
Triple Frond Partners first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
Triple Frond Partners's Microsoft position peaked at $200M in Q2 2025.
6,185 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Triple Frond Partners's 13F filing for Q2 2026, filed 13 Aug 2026.