Question 1

Does Picton Mahoney Asset Management own MSFT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Picton Mahoney Asset Management holds 195,877 shares of MSFT (Microsoft), worth $73.1M.

Question 2

How many shares of MSFT does Picton Mahoney Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Picton Mahoney Asset Management holds 195,877 shares of MSFT (Microsoft).

Question 3

What is Picton Mahoney Asset Management's MSFT position worth?

Accepted Answer

As of its Q2 2026 13F, Picton Mahoney Asset Management's MSFT position is worth $73.1M.

Question 4

Is Picton Mahoney Asset Management buying or selling MSFT?

Accepted Answer

In Q2 2026, Picton Mahoney Asset Management reduced its MSFT position by 3,483 shares (-1.8%).

Question 5

When did Picton Mahoney Asset Management first buy MSFT?

Accepted Answer

Picton Mahoney Asset Management already held MSFT in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	195,877	-1.8%	$73.1M	0.5%	$372.32	0
2026-Q1	Decreased	199,360	-12.2%	$73.8M	0.5%	$368.68	0
2025-Q4	Decreased	227,053	-14.9%	$109.8M	0.9%	$480.57	0
2025-Q3	Increased	266,830	+4.0%	$138.2M	1.2%	$513.72	50
2025-Q2	Increased	256,569	+34.7%	$127.6M	1.3%	$492.54	61
2025-Q1	Increased	190,483	+10.5%	$71.5M	1.2%	$371.03	52
2024-Q4	Increased	172,417	+28.8%	$72.7M	1.5%	$415.78	59
2024-Q3	Decreased	133,869	-11.6%	$57.6M	1.9%	$423.61	0