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Disclosery

HMI Capital Management, L.P.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HMI Capital Management, L.P. on MSFT, newest first. How the timeline and the estimate are built.

HMI Capital Management, L.P. held 165,300 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,300 shares
    Change vs previous 13F -14,400 shares

    8.98% of the 13F portfolio, value $61,660,206.

    13F-HR 0001469026-26-000005 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 179,700 shares
    Change vs previous 13F not available

    8.82% of the 13F portfolio, value $66,519,549.

    13F-HR 0001469026-26-000004 filed by HMI Capital Management, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).