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Palestra Capital Management LLC: MSFT position timeline

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

Palestra Capital Management LLC held 77,662 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 77,662 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $28,969,479.

    13F-HR 0001214659-26-010411 filed by Palestra Capital Management LLC
    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 77,662 shares
    Change vs previous 13F -69,762 shares

    1.13% of the 13F portfolio, value $28,748,143.

    13F-HR 0001214659-26-006485 filed by Palestra Capital Management LLC
    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 147,424 shares
    Change vs previous 13F -221,545 shares

    2.54% of the 13F portfolio, value $71,297,195.

    13F-HR 0001172661-26-001099 filed by Palestra Capital Management LLC
    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 368,969 shares
    Change vs previous 13F +97,300 shares

    6.27% of the 13F portfolio, value $191,107,494.

    13F-HR 0001172661-25-005028 filed by Palestra Capital Management LLC
    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 271,669 shares
    Change vs previous 13F +125,622 shares

    4% of the 13F portfolio, value $135,130,877.

    13F-HR 0001172661-25-003459 filed by Palestra Capital Management LLC
    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 146,047 shares
    Change vs previous 13F -152,506 shares

    2.21% of the 13F portfolio, value $54,824,583.

    13F-HR 0001172661-25-002360 filed by Palestra Capital Management LLC
    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 298,553 shares
    Change vs previous 13F -11,558 shares

    3.45% of the 13F portfolio, value $125,840,090.

    13F-HR 0001172661-25-001248 filed by Palestra Capital Management LLC
    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 310,111 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $133,440,763.

    13F-HR 0001172661-24-005194 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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