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MSFTMSFT

Showing 8 of 31 quarters

Position history for Altimeter Capital Management, LPAltimeter Capital Management, LP's holdings in Microsoft Corporation

Yes. Altimeter Capital Management holds 1,268,082 shares of MSFT (Microsoft), worth $473M, as of its Q2 2026 13F filing. It increased the position by 84,450 shares (+7.1%) from Q1 2026. Altimeter Capital Management has held MSFT in every 13F on record since Q4 2018, 31 quarterly filings. MSFT is 4.8% of Altimeter Capital Management's reported 13F portfolio.

Current Value

$473M

Current Shares

1.3M

Total Value Change

-$209.4M

Total Shares Change

-317,818

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+7.1%
$473M4.8%$372.32
65
2026-Q1
Decreased
1.2M
-7.3%
$438.1M7.7%$368.68
0
2025-Q4
Increased
1.3M
+9.9%
$617.8M9.3%$480.57
70
2025-Q3
Increased
1.2M
+9.8%
$601.9M7.9%$513.72
68
2025-Q2
Increased
1.1M
+8.5%
$526.3M7.6%$492.54
69
2025-Q1
Decreased
975,080
-1.9%
$366M7.4%$371.03
0
2024-Q4
Decreased
993,480
-37.4%
$418.8M7.6%$415.78
0
2024-Q3
Decreased
1.6M
-2.4%
$682.4M10.1%$423.61
0

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