Voyager Global Management’s Microsoft MSFT Stock Holding History

Voyager Global Management’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	$634M	Buy	1,700,000 +375,000	+28%	+$152M	17.46%	2
2026 Q1	$490M	Buy	1,325,000 +300,000	+29%	+$126M	16.68%	2
2025 Q4	$496M	Buy	1,025,000 +225,000	+28%	+$113M	14.5%	2
2025 Q3	$414M	Buy	800,000 +350,000	+78%	+$179M	12.13%	2
2025 Q2	$224M	Sell	450,000 -460,000	-51%	-$200M	8.03%	8
2025 Q1	$342M	Buy	910,000 +260,000	+40%	+$106M	15.22%	2
2024 Q4	$274M	Buy	650,000 +200,000	+44%	+$85.2M	10.94%	2
2024 Q3	$194M	Buy	450,000 +200,000	+80%	+$85.5M	8.38%	6
2024 Q2	$112M	Sell	250,000 -10,000	-4%	-$4.22M	4.98%	10
2024 Q1	$109M	Buy	260,000 +90,000	+53%	+$36.4M	5.29%	10
2023 Q4	$63.9M	Sell	170,000 -130,000	-43%	-$46.3M	3.05%	11
2023 Q3	$94.7M	Buy	300,000 +25,000	+9%	+$8.26M	4.45%	12
2023 Q2	$93.6M	Sell	275,000 -275,000	-50%	-$86.2M	4.55%	10
2023 Q1	$159M	Sell	550,000 -325,000	-37%	-$82.9M	8.72%	6
2022 Q4	$210M	Buy	875,000 +25,000	+3%	+$6M	13%	3
2022 Q3	$198M	Buy	850,000 +100,000	+13%	+$26.4M	11.46%	3
2022 Q2	$193M	Buy	750,000 +80,000	+12%	+$21.7M	12.33%	3
2022 Q1	$207M	Buy	670,000 +330,000	+97%	+$99.3M	11.82%	6
2021 Q4	$114M	Buy	+340,000	New	+$110M	8.3%	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

Voyager Global Management's MSFT Position: Q2 2026 in Review

Voyager Global Management increased its Microsoft (MSFT) stake by 28% in Q2 2026, buying an estimated $152M and bringing the position to 1,700,000 shares worth $634M. The position accounts for 17.46% of the portfolio, ranked #2.

Voyager Global Management first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Voyager Global Management held 1,700,000 shares of Microsoft worth $634M as of Q2 2026.
Voyager Global Management bought 375,000 Microsoft shares in Q2 2026, an estimated $152M.
Microsoft made up 17.46% of Voyager Global Management's portfolio in Q2 2026, its #2 holding.
Voyager Global Management first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Voyager Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.