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Meritage Group LP: MSFT position timeline

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

Meritage Group LP held 1,278,653 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,278,653 shares
    Change vs previous 13F +8,123 shares

    18.38% of the 13F portfolio, value $476,963,142.

    13F-HR 0001427119-26-000007 filed by Meritage Group 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 1,270,530 shares
    Change vs previous 13F +8,219 shares

    17.75% of the 13F portfolio, value $470,312,090.

    13F-HR 0001427119-26-000004 filed by Meritage Group 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 1,262,311 shares
    Change vs previous 13F +137,613 shares

    18.98% of the 13F portfolio, value $610,478,846.

    13F-HR 0001427119-26-000002 filed by Meritage Group 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 1,124,698 shares
    Change vs previous 13F 0 shares

    16.63% of the 13F portfolio, value $582,537,329.

    13F-HR 0001427119-25-000013 filed by Meritage Group 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 1,124,698 shares
    Change vs previous 13F -260,409 shares

    15.32% of the 13F portfolio, value $559,436,032.

    13F-HR 0001427119-25-000011 filed by Meritage Group 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 1,385,107 shares
    Change vs previous 13F not available

    14.29% of the 13F portfolio, value $519,955,317.

    13F-HR 0001427119-25-000009 filed by Meritage Group LP
    Filed (acceptance time not in the bulk data set), ingested

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