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New Capital Management LP: MSFT position timeline

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

New Capital Management LP held 8,369 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,369 shares
    Change vs previous 13F +29 shares

    0.71% of the 13F portfolio, value $3,121,890.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 8,340 shares
    Change vs previous 13F +887 shares

    0.76% of the 13F portfolio, value $3,087,108.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,453 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $3,604,521.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,453 shares
    Change vs previous 13F +60 shares

    1.01% of the 13F portfolio, value $3,860,174.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,393 shares
    Change vs previous 13F +77 shares

    1.03% of the 13F portfolio, value $3,677,566.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,316 shares
    Change vs previous 13F -698 shares

    0.79% of the 13F portfolio, value $2,746,457.

    13F-HR 0001696731-25-000005 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,014 shares
    Change vs previous 13F -253 shares

    0.99% of the 13F portfolio, value $3,377,937.

    13F-HR 0001696731-25-000001 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,267 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,557,257.

    13F-HR 0001696731-24-000004 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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