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Equibles

Meritage Group LP

Position in MSFT — Microsoft Corp

CIK 1427119 SAN FRANCISCO, CA
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$476,963,142
+$6,651,052 QoQ
Shares Held
1,278,653
+0.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
18.38%
of 13F equity value
Holder Rank
#323
of 6,233 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Meritage Group LP holds $572,442,133 across 2 Software - Infrastructure names. MSFT ranks #1 (83.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page 		1,278,653 $476,963,142
2 TOST
Toast, Inc.
 3,432,027 $95,478,991

All Filings in MSFT

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $476,963,142 1,278,653
2026-03-31 $470,312,090 1,270,530
2025-12-31 $610,478,845 1,262,311
2025-09-30 $582,537,329 1,124,698
2025-06-30 $559,436,032 1,124,698
2025-03-31 $519,955,316 1,385,107
2023-03-31 $129,248,926 448,314
2022-12-31 $106,940,534 445,920
2022-09-30 $101,468,474 435,674
2022-06-30 $110,284,086 429,405
2022-03-31 $195,959,677 635,593
2021-12-31 $213,877,995 635,936
2021-09-30 $251,772,884 893,065
2021-06-30 $246,061,720 908,312
2021-03-31 $212,738,807 902,315
2020-12-31 $200,724,263 902,456
2020-09-30 $251,029,906 1,193,505
2020-06-30 $242,890,202 1,193,505
2020-03-31 $246,376,612 1,562,213