Junto Capital Management LP

Position in MSFT — Microsoft Corp

CIK 1595880 NEW YORK, NY

Position in MSFT

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

Position Value

$20,358,239

-$62,884,853 QoQ

Shares Held

54,997

-68.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

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

Technology · as of Mar 31, 2026

Junto Capital Management LP holds $274,024,796 across 6 Software - Infrastructure names. MSFT ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	354,177	$102,474,031
2	FTNT	Fortinet, Inc.	661,995	$54,098,231
3	CPAY	Corpay, Inc.	161,083	$46,873,542
4	SNPS	Synopsys Inc	90,296	$35,800,558
5	MSFT	Microsoft Corp This page	54,997	$20,358,239
6	RBRK	Rubrik, Inc.	294,470	$14,420,195

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,358,239	54,997	-68.0%	Shares	Sole	2026-05-15
2025-12-31	$83,243,092	172,125	+12.9%	Shares	Sole	2026-02-17
2025-09-30	$78,987,892	152,501	+92.1%	Shares	Sole	2025-11-14
2025-06-30	$39,477,442	79,366	-41.6%	Shares	Sole	2025-08-14
2025-03-31	$51,042,153	135,971	+7.2%	Shares	Sole	2025-05-15
2024-12-31	$53,471,911	126,861	+280.1%	Shares	Sole	2025-02-14
2024-06-30	$14,915,615	33,372	-84.7%	Shares	Sole	2024-08-14
2024-03-31	$91,958,874	218,575	+192.7%	Shares	Sole	2024-05-15
2023-12-31	$28,081,163	74,676	-42.3%	Shares	Sole	2024-02-14
2023-09-30	$40,849,209	129,372	+2.1%	Shares	Sole	2023-11-14
2023-06-30	$43,137,563	126,674	-52.8%	Shares	Sole	2023-08-14
2022-09-30	$62,468,670	268,221	+195.1%	Shares	Sole	2022-11-14
2022-06-30	$23,344,049	90,893	-68.4%	Shares	Sole	2022-08-15
2022-03-31	$88,698,628	287,693	+126.9%	Shares	Sole	2022-05-16
2021-12-31	$42,638,313	126,779	-63.5%	Shares	Sole	2022-02-14
2021-09-30	$97,904,613	347,278	+121.5%	Shares	Sole	2021-11-15
2021-06-30	$42,474,681	156,791	-60.2%	Shares	Sole	2021-08-16
2021-03-31	$92,804,494	393,623	+15.7%	Shares	Sole	2021-05-17
2020-12-31	$75,696,198	340,330	-23.8%	Shares	Sole	2021-02-16
2020-09-30	$93,992,270	446,880	+234.9%	Shares	Sole	2020-11-16
2020-06-30	$27,154,135	133,429	-52.5%	Shares	Sole	2020-08-14
2020-03-31	$44,260,365	280,644	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.