HMI Capital Management, L.P.

Position in MSFT — Microsoft Corp

CIK 1469026 SAN FRANCISCO, CA

Position in MSFT

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

Position Value

$66,519,549

New position

Shares Held

179,700

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

8.82%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

HMI Capital Management, L.P. holds $225,037,038 across 3 Software - Infrastructure names. MSFT ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc.	3,814,983	$101,135,199
2	MSFT	Microsoft Corp This page	179,700	$66,519,549
3	GTLB	Gitlab Inc.	2,651,677	$57,382,290

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$66,519,549	179,700	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.