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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

MSFT

MICROSOFT CORP

Services-Prepackaged Software · SIC 7372CIK 789019Held by 73 tracked managersEDGAR filings ↗10-K/10-Q ↗

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70 of 70 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Pershing Square Capital

Q1 2026Position history →

New+5,654,078—15.3%$2.09B

ShawSpring Partners

Q2 2026Position history →

New+45,495—7.3%$0.02B

Owl Creek Asset Management

Q2 2026Position history →

New+18,647—0.62%$0.01B

Semper Augustus

Q2 2026Position history →

New+641—0.03%$<0.01B

Q2 2026Position history →

Add+876,294+7.3%2.5%$4.79B

Adage Capital Management

Q2 2026Position history →

Add+4,300+0.1%3.4%$2.45B

Holocene Advisors

Q2 2026Position history →

Add+3,159,000+282.6%3.7%$1.60B

Coatue Management

Q2 2026Position history →

Add+456,392+18.4%2.3%$1.10B

AltaRock Partners

Q2 2026Position history →

Add+466,945+25.0%20.5%$0.87B

WCM Investment Management

Q2 2026Position history →

Add+51,137+2.7%1.3%$0.73B

Q2 2026Position history →

Add+8,346+0.4%6.7%$0.73B

First Eagle Investment Management

Q2 2026Position history →

Add+615,117+46.4%1.2%$0.72B

Q2 2026Position history →

Add+8,123+0.6%18.4%$0.48B

Altimeter Capital Management

Q2 2026Position history →

Add+84,450+7.1%4.8%$0.47B

Yacktman Asset Management

Q2 2026Position history →

Add+16,368+1.6%4.7%$0.38B

Maverick Capital

Q2 2026Position history →

Add+106,728+14.7%2.8%$0.31B

Dorsal Capital Management

Q2 2026Position history →

Add+40,000+12.7%4.8%$0.13B

Select Equity Group

Q2 2026Position history →

Add+135,577+64.7%0.68%$0.13B

Motley Fool Asset Management

Q2 2026Position history →

Add+23,895+7.9%4.7%$0.12B

Matrix Asset Advisors

Q2 2026Position history →

Add+1,519+0.9%5.2%$0.06B

Q2 2026Position history →

Add+7,160+6.3%0.21%$0.05B

Lakewood Capital Management

Q2 2026Position history →

Add+5,000+5.2%2.0%$0.04B

Q2 2026Position history →

Add+14,484+18.5%0.15%$0.03B

Wedgewood Partners

Q2 2026Position history →

Add+15,599+21.1%6.9%$0.03B

Oakmark Funds (Harris Associates)

Q2 2026Position history →

Add+61,855+915.4%0.03%$0.03B

Q2 2026Position history →

Add+7,880+31.2%3.2%$0.01B

Chickasaw Capital Management

Q2 2026Position history →

Add+200+0.7%0.38%$0.01B

Century Management

Q2 2026Position history →

Add+262+1.0%2.2%$0.01B

Olstein Capital Management

Q1 2026Position history →

Add+6,700+67.0%1.3%$0.01B

Infrastructure Capital Advisors

Q2 2026Position history →

Add+10,056+175.8%0.46%$0.01B

Brave Warrior Advisors

Q2 2026Position history →

Add+2,250+111.1%0.03%$<0.01B

Gardner Russo & Quinn

Q2 2026Position history →

Add+40+1.1%0.01%$<0.01B

Kahn Brothers Group

Q2 2026Position history →

Add+76+3.6%0.13%$<0.01B

Glynn Capital Management

Q2 2026Position history →

Add+65+34.2%0.03%$<0.01B

Capital Research Global Investors

Q2 2026Position history →

Trim(1,342,692)(1.4%)4.9%$35.34B

Capital World Investors

Q2 2026Position history →

Trim(6,595,211)(10.7%)2.4%$20.57B

Eagle Capital Management

Q2 2026Position history →

Trim(287,815)(7.2%)4.2%$1.39B

Soroban Capital Partners

Q2 2026Position history →

Trim(437,450)(12.2%)8.3%$1.17B

Generation Investment Management

Q2 2026Position history →

Trim(1,355,466)(30.3%)11.3%$1.16B

Tiger Global Management

Q2 2026Position history →

Trim(233,087)(9.3%)3.5%$0.85B

Polen Capital Management

Q2 2026Position history →

Trim(747,275)(26.3%)6.7%$0.78B

Q2 2026Position history →

Trim(483,000)(23.2%)4.4%$0.60B

Viking Global Investors

Q2 2026Position history →

Trim(850,828)(36.8%)1.6%$0.54B

Sands Capital Management

Q2 2026Position history →

Trim(220,894)(14.4%)1.8%$0.49B

Veritas Asset Management

Q2 2026Position history →

Trim(166,961)(12.9%)7.6%$0.42B

Vulcan Value Partners

Q2 2026Position history →

Trim(122,086)(11.0%)11.2%$0.37B

H&H International Investment

Q2 2026Position history →

Trim(261,900)(25.8%)1.5%$0.28B

Jensen Investment Management

Q2 2026Position history →

Trim(433,865)(37.1%)6.7%$0.27B

Bridgewater Associates

Q2 2026Position history →

Trim(373,083)(34.4%)1.1%$0.27B

SCGE Management

Q2 2026Position history →

Trim(129,600)(17.0%)4.0%$0.24B

Q2 2026Position history →

Trim(106,990)(14.6%)5.5%$0.23B

Zevenbergen Capital Investments

Q2 2026Position history →

Trim(2,025)(0.6%)2.7%$0.12B

Soros Fund Management

Q2 2026Position history →

Trim(21,995)(10.4%)0.93%$0.07B

Fairview Capital Investment Management

Q2 2026Position history →

Trim(1,489)(0.9%)3.1%$0.06B

Weitz Investment Management

Q2 2026Position history →

Trim(16,250)(9.6%)4.0%$0.06B

Cantillon Capital Management

Q2 2026Position history →

Trim(1,043,364)(93.8%)3.9%$0.03B

Q2 2026Position history →

Trim(41,572)(53.5%)1.8%$0.01B

Hillman Capital Management

Q2 2026Position history →

Trim(532)(4.9%)2.8%$<0.01B

ARK Investment Management

Q2 2026Position history →

Trim(222)(3.5%)0.01%$<0.01B

Q2 2026Position history →

Trim(146,869)(98.4%)0.03%$<0.01B

Gladstone Capital Management

Q2 2026Position history →

Trim(256,016)(99.3%)0.07%$<0.01B

Giverny Capital

Q2 2026Position history →

Trim(123)(6.4%)0.02%$<0.01B

Pzena Investment Management

Q2 2026Position history →

Trim(7)(0.9%)<0.01%$<0.01B

Causeway Capital Management

Q2 2026Position history →

Trim(172)(22.3%)<0.01%$<0.01B

TCI Fund Management

Q2 2026Position history →

Exit(2,728,412)(100.0%)exited$1.01B

Appaloosa Management

Q2 2026Position history →

Exit(90,000)(100.0%)exited$0.03B

Ariel Investments

Q2 2026Position history →

Exit(62,192)(100.0%)exited$0.02B

Whale Rock Capital Management

Q2 2026Position history →

Exit(53,850)(100.0%)exited$0.02B

Orbis Investment Management

Q2 2026Position history →

Exit(45,512)(100.0%)exited$0.02B

Platinum Investment Management

Q2 2026Position history →

Exit(4,134)(100.0%)exited$<0.01B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.