Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$222,102,000
-$19,708,000 QoQ
Shares Held
600,000
+20.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
4.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Southpoint Capital Advisors LP holds $437,012,000 across 4 Software - Infrastructure names. MSFT ranks #1 (50.8% of the industry book) .
All Filings in MSFT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,102,000 | 600,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $241,810,000 | 500,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $207,180,000 | 400,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $174,093,500 | 350,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $206,464,500 | 550,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $189,675,000 | 450,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $215,150,000 | 500,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $178,780,000 | 400,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $210,360,000 | 500,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $188,020,000 | 500,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $189,450,000 | 600,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $177,080,800 | 520,000 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||