ALLEN OPERATIONS LLC: MSFT position timeline

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

ALLEN OPERATIONS LLC held 1,045,391 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 1,045,391 shares
Change vs previous 13F -178,555 shares
4.26% of the 13F portfolio, value $389,951,828.
13F-HR 0001214659-26-009633 filed by Allen Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Allen Investment Management, LLC: 957,008 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,223,946 shares
Change vs previous 13F -82,940 shares
5.17% of the 13F portfolio, value $453,068,167.
13F-HR 0001214659-26-005739 filed by Allen Investment Management, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Allen Investment Management, LLC: 1,135,563 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,306,886 shares
Change vs previous 13F -56,573 shares
6.43% of the 13F portfolio, value $632,036,161.
13F-HR 0001214659-26-001416 filed by Allen Investment Management, LLC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Allen Investment Management, LLC: 1,218,503 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,363,459 shares
Change vs previous 13F -102,748 shares
7.18% of the 13F portfolio, value $706,203,698.
13F-HR 0001214659-25-015984 filed by Allen Investment Management, LLC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Allen Investment Management, LLC: 1,275,076 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,466,207 shares
Change vs previous 13F -91,566 shares
7.37% of the 13F portfolio, value $729,306,128.
13F-HR 0001214659-25-011666 filed by Allen Investment Management, LLC
Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Allen Investment Management, LLC: 1,377,824 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,557,773 shares
Change vs previous 13F +6,964 shares
6.37% of the 13F portfolio, value $584,773,485.
13F-HR 0001214659-25-007063 filed by Allen Investment Management, LLC
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Allen Investment Management, LLC: 1,469,390 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,550,809 shares
Change vs previous 13F -204,978 shares
7.04% of the 13F portfolio, value $653,666,083.
13F-HR 0001214659-25-002274 filed by Allen Investment Management, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Allen Investment Management, LLC: 1,462,426 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,755,787 shares
Change vs previous 13F not available
8.38% of the 13F portfolio, value $755,515,237.
13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Allen Investment Management, LLC: 1,667,404 shares
- ALLEN OPERATIONS LLC: 88,383 shares
Acceptance time not in the bulk data set (spec §4.2).