Y-Intercept (HK)’s Microsoft MSFT Stock Holding History

Y-Intercept (HK)’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	$44.5M	Buy	119,407 +15,456	+15%	+$6.25M	0.88%	4
2026 Q1	$38.5M	Sell	103,951 -1,574	-1%	-$659K	0.73%	3
2025 Q4	$51M	Buy	105,525 +72,928	+224%	+$36.5M	1.14%	4
2025 Q3	$16.9M	Buy	+32,597	New	+$16.6M	0.41%	25
2025 Q2	–	Sell	-21,558	Closed	-$8.09M	–	1879
2025 Q1	$8.09M	Buy	+21,558	New	+$8.79M	0.55%	17
2024 Q4	–	Sell	-73,685	Closed	-$31.7M	–	1492
2024 Q3	$31.7M	Buy	+73,685	New	+$31.5M	1.94%	2
2024 Q1	–	Sell	-28,465	Closed	-$10.7M	–	1618
2023 Q4	$10.7M	Buy	28,465 +12,592	+79%	+$4.48M	1%	4
2023 Q3	$5.01M	Buy	+15,873	New	+$5.25M	0.49%	16
2022 Q4	–	Sell	-11,256	Closed	-$2.62M	–	1224
2022 Q3	$2.62M	Sell	11,256 -14,769	-57%	-$3.9M	0.26%	93
2022 Q2	$6.68M	Buy	+26,025	New	+$7.06M	0.88%	5
2022 Q1	–	Sell	-10,869	Closed	-$3.65M	–	866
2021 Q4	$3.65M	Sell	10,869 -11,124	-51%	-$3.61M	0.87%	12
2021 Q3	$6.2M	Buy	21,993 +16,746	+319%	+$4.87M	1.13%	2
2021 Q2	$1.42M	Sell	5,247 -5,852	-53%	-$1.49M	0.36%	43
2021 Q1	$2.57M	Buy	11,099 +411	+4%	+$95.4K	0.69%	10
2020 Q4	$2.37M	Buy	+10,688	New	+$2.3M	1%	5

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Y-Intercept (HK)'s MSFT Position: Q2 2026 in Review

Y-Intercept (HK) increased its Microsoft (MSFT) stake by 15% in Q2 2026, buying an estimated $6.25M and bringing the position to 119,407 shares worth $44.5M. The position accounts for 0.88% of the portfolio, ranked #4.

Y-Intercept (HK) first reported a position in MSFT in Q4 2020 and has held it in 15 quarters since. The position peaked at $51M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Y-Intercept (HK) held 119,407 shares of Microsoft worth $44.5M as of Q2 2026.
Y-Intercept (HK) bought 15,456 Microsoft shares in Q2 2026, an estimated $6.25M.
Microsoft made up 0.88% of Y-Intercept (HK)'s portfolio in Q2 2026, its #4 holding.
Y-Intercept (HK) first reported a position in Microsoft in Q4 2020 and has held it in 15 quarters since.
Y-Intercept (HK)'s Microsoft position peaked at $51M in Q4 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.