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Two Creeks Capital Management, LP: MSFT position timeline

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

Two Creeks Capital Management, LP held 0 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 0 shares
    Change vs previous 13F -158,604 shares

    13F-HR 0001172661-26-003630 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 158,604 shares
    Change vs previous 13F +54,624 shares

    6.2% of the 13F portfolio, value $58,710,443.

    13F-HR 0001172661-26-002355 filed by Two Creeks 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 103,980 shares
    Change vs previous 13F +26,466 shares

    4.12% of the 13F portfolio, value $50,286,808.

    13F-HR 0001172661-26-000833 filed by Two Creeks 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 77,514 shares
    Change vs previous 13F -11,957 shares

    2.89% of the 13F portfolio, value $40,148,376.

    13F-HR 0001172661-25-004816 filed by Two Creeks 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 89,471 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $44,503,770.

    13F-HR 0001172661-25-003357 filed by Two Creeks Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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