KENSICO CAPITAL MANAGEMENT CORP

Position in MSFT — Microsoft Corp

CIK 1113000 GREENWICH, CT

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$149,326,578

-$14,427,154 QoQ

Shares Held

403,400

+19.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

KENSICO CAPITAL MANAGEMENT CORP holds $184,455,650 across 2 Software - Infrastructure names. MSFT ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MSFT	Microsoft Corp This page	403,400	$149,326,578
2	CORZ	Core Scientific, Inc./tx	2,348,200	$35,129,072

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$149,326,578	403,400	+19.1%	Shares	Sole	2026-05-15
2025-12-31	$163,753,732	338,600	-3.2%	Shares	Sole	2026-02-17
2025-09-30	$181,127,115	349,700	-1.8%	Shares	Sole	2025-11-14
2025-06-30	$177,077,960	356,000	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$135,741,024	361,600	-26.2%	Shares	Sole	2025-05-15
2024-12-31	$206,408,550	489,700	-0.9%	Shares	Sole	2025-02-14
2024-09-30	$212,654,260	494,200	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$231,341,320	517,600	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$219,826,200	522,500	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$198,060,268	526,700	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$174,767,625	553,500	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$191,281,318	561,700	+17.7%	Shares	Sole	2023-08-14
2023-03-31	$137,576,760	477,200	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$117,607,728	490,400	-4.1%	Shares	Sole	2023-02-14
2022-09-30	$119,081,770	511,300	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$133,217,721	518,700	-0.7%	Shares	Sole	2022-08-15
2022-03-31	$161,030,313	522,300	-46.2%	Shares	Sole	2022-05-16
2021-12-31	$326,802,144	971,700	-22.8%	Shares	Sole	2022-02-14
2021-09-30	$354,852,704	1,258,700	-5.3%	Shares	Sole	2021-11-15
2021-06-30	$360,080,280	1,329,200	+60.3%	Shares	Sole	2021-08-16
2021-03-31	$195,500,484	829,200	-59.4%	Shares	Sole	2021-05-17
2020-12-31	$454,715,448	2,044,400	-35.2%	Shares	Sole	2021-02-16
2020-09-30	$663,759,414	3,155,800	0.0%	Shares	Sole	2020-11-16
2020-06-30	$642,236,858	3,155,800	+0.5%	Shares	Sole	2020-08-14
2020-03-31	$495,367,110	3,141,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.