Question 1

How many shares of MSFT does PICTON MAHONEY ASSET MANAGEMENT own?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT holds 195,877 shares of MSFT (MICROSOFT CORP).

Question 2

What is PICTON MAHONEY ASSET MANAGEMENT's MSFT position worth?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT's MSFT position is worth $73.1M.

Question 3

Is PICTON MAHONEY ASSET MANAGEMENT buying or selling MSFT?

Accepted Answer

In 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT decreased their MSFT position (-1.8% change in shares).

Question 4

When did PICTON MAHONEY ASSET MANAGEMENT first buy MSFT?

Accepted Answer

Based on available 13F filings, PICTON MAHONEY ASSET MANAGEMENT first reported a position in MSFT in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	195,877	-1.8%	$73.1M	0.5%	$373.02	0
2026-Q1	Decreased	199,360	-12.2%	$73.8M	0.5%	$403.93	0
2025-Q4	Decreased	227,053	-14.9%	$109.8M	0.9%	$487.48	0
2025-Q3	Increased	266,830	+4.0%	$138,204	1.2%	$513.64	36
2025-Q2	Increased	256,569	+34.7%	$127,620	1.3%	$494.20	45
2025-Q1	Increased	190,483	+10.5%	$71.5M	1.2%	$376.78	52
2024-Q4	Increased	172,417	+28.8%	$72.7M	1.5%	$421.72	59
2024-Q3	Decreased	133,869	-11.6%	$57,603	1.9%	$424.04	0