Altimeter Capital Management, LP

Position in MSFT — Microsoft Corp

CIK 1541617 MENLO PARK, CA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$473,019,947

+$34,874,890 QoQ

Shares Held

1,268,082

+7.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

5.75%

of 13F equity value

Holder Rank

#324

of 6,215 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Altimeter Capital Management, LP holds $1,140,198,349 across 3 Software - Infrastructure names. MSFT ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRWV	CoreWeave, Inc.	6,073,695	$604,575,600
2	MSFT	Microsoft Corp This page	1,268,082	$473,019,947
3	SNPS	Synopsys Inc	140,343	$62,602,802

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,019,947	1,268,082	+7.1%	Shares	Sole	2026-08-14
2026-03-31	$438,145,057	1,183,632	-7.3%	Shares	Sole	2026-05-15
2025-12-31	$617,752,974	1,277,352	+9.9%	Shares	Sole	2026-02-17
2025-09-30	$601,905,551	1,162,092	+9.8%	Shares	Sole	2025-11-14
2025-06-30	$526,319,966	1,058,121	+8.5%	Shares	Sole	2025-08-14
2025-03-31	$366,035,281	975,080	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$418,751,820	993,480	-37.4%	Shares	Sole	2025-02-14
2024-09-30	$682,412,770	1,585,900	-2.4%	Shares	Sole	2024-11-14
2024-06-30	$726,579,798	1,625,640	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$694,133,306	1,649,870	-0.2%	Shares	Sole	2024-05-15
2023-12-31	$621,579,078	1,652,960	0.0%	Shares	Sole	2024-02-14
2023-09-30	$521,922,120	1,652,960	+7.8%	Shares	Sole	2023-11-14
2023-06-30	$522,093,792	1,533,135	0.0%	Shares	Sole	2023-08-14
2023-03-31	$442,002,820	1,533,135	0.0%	Shares	Sole	2023-05-16
2022-12-31	$367,676,435	1,533,135	0.0%	Shares	Sole	2023-02-14
2022-09-30	$357,067,141	1,533,135	-13.0%	Shares	Sole	2022-11-14
2022-06-30	$452,825,962	1,763,135	0.0%	Shares	Sole	2022-08-15
2022-03-31	$543,592,151	1,763,135	0.0%	Shares	Sole	2022-05-17
2021-12-31	$592,977,563	1,763,135	0.0%	Shares	Sole	2022-02-14
2021-09-30	$497,063,019	1,763,135	0.0%	Shares	Sole	2021-11-15
2021-06-30	$477,633,271	1,763,135	0.0%	Shares	Sole	2021-10-07
2021-03-31	$415,694,338	1,763,135	+14.6%	Shares	Sole	2021-05-17
2020-12-31	$342,111,986	1,538,135	+17.0%	Shares	Sole	2021-02-16
2020-09-30	$276,612,344	1,315,135	+19.9%	Shares	Sole	2020-11-16
2020-06-30	$223,277,943	1,097,135	+109.0%	Shares	Sole	2020-08-14
2020-03-31	$82,797,750	525,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.