Back to AL Altimeter Capital Management, LP

MSFTMSFT
31 quarters

Position history for ALAltimeter Capital Management, LP's holdings in MICROSOFT CORP

Altimeter Capital Management, LP holds 1.3M shares of MSFT (MICROSOFT CORP), worth $473M as of 2026-Q2. The position was increased (+7.1% shares). MSFT represents 4.8% of Altimeter Capital Management, LP's portfolio.

Current Value

$473M

Current Shares

1.3M

Total Value Change

+$436.5M

Total Shares Change

+908,082

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
2024-Q2
Decreased
1.6M
-1.5%
$726.6M10.8%$439.21
0
2024-Q1
Decreased
1.6M
-0.2%
$694.1M10.7%$412.69
0
2023-Q4
Unchanged
1.7M
0.0%
$621.6M10.3%$368.18
0
2023-Q3
Increased
1.7M
+7.8%
$521.9M9.9%$308.52
69
2023-Q2
Unchanged
1.5M
0.0%
$522.1M9.4%$332.04
0
2023-Q1
Unchanged
1.5M
0.0%
$442M9.7%$280.49
0
2022-Q4
Unchanged
1.5M
0.0%
$367.7M10.1%$232.74
0
2022-Q3
Decreased
1.5M
-13.0%
$357.1M7.6%$225.39
0
2022-Q2
Unchanged
1.8M
0.0%
$452.8M10.3%$248.02
0
2022-Q1
Unchanged
1.8M
0.0%
$543.6M7.8%$297.05
0
2021-Q4
Unchanged
1.8M
0.0%
$593M5.6%$323.37
0
2021-Q3
Unchanged
1.8M
0.0%
$497.1M4.0%$270.57
0
2021-Q2
Unchanged
1.8M
0.0%
$477.6M3.7%$259.49
0
2021-Q1
Increased
1.8M
+14.6%
$415.7M3.0%$225.32
62
2020-Q4
Increased
1.5M
+17.0%
$342.1M3.2%$212.08
67
2020-Q3
Increased
1.3M
+19.9%
$276.6M4.7%$200.02
68
2020-Q2
Increased
1.1M
+109.0%
$223.3M4.7%$193.07
92
2020-Q1
Unchanged
525,000
0.0%
$82.8M2.5%$149.21
0
2019-Q4
Unchanged
525,000
0.0%
$82.8M1.9%$148.79
0
2019-Q3
Increased
525,000
+5.0%
$73M1.8%$130.73
50
2019-Q2
Unchanged
500,000
0.0%
$67M1.8%$125.54
0
2019-Q1
Increased
500,000
+38.9%
$59M2.0%$110.12
68
2018-Q4
New
360,000
-
$36.6M1.3%$94.43
67

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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