Question 1

How many shares of MSFT does Altimeter Capital Management, LP own?

Accepted Answer

As of 2026-Q2, Altimeter Capital Management, LP holds 1.3M shares of MSFT (MICROSOFT CORP).

Question 2

What is Altimeter Capital Management, LP's MSFT position worth?

Accepted Answer

As of 2026-Q2, Altimeter Capital Management, LP's MSFT position is worth $473M.

Question 3

Is Altimeter Capital Management, LP buying or selling MSFT?

Accepted Answer

In 2026-Q2, Altimeter Capital Management, LP increased their MSFT position (+7.1% change in shares).

Question 4

When did Altimeter Capital Management, LP first buy MSFT?

Accepted Answer

Based on available 13F filings, Altimeter Capital Management, LP first reported a position in MSFT in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.3M	+7.1%	$473M	4.8%	$373.02	65
2026-Q1	Decreased	1.2M	-7.3%	$438.1M	7.7%	$403.93	0
2025-Q4	Increased	1.3M	+9.9%	$617.8M	9.3%	$487.48	70
2025-Q3	Increased	1.2M	+9.8%	$601.9M	7.9%	$513.64	68
2025-Q2	Increased	1.1M	+8.5%	$526.3M	7.6%	$494.20	69
2025-Q1	Decreased	975,080	-1.9%	$366M	7.4%	$376.78	0
2024-Q4	Decreased	993,480	-37.4%	$418.8M	7.6%	$421.72	0
2024-Q3	Decreased	1.6M	-2.4%	$682.4M	10.1%	$424.04	0