SEC 13F Intelligence

Dsm Capital Partners LLC / MSFT

Dsm Capital Partners LLC’s Microsoft Corp Position

Does Dsm Capital Partners LLC own Microsoft Corp (MSFT)? Yes — 1.54M shares worth $571M (+10.09% of its 13F portfolio) as of Q1 2026, down from 1.65M shares the prior filed quarter.

Position Value
$571M
Q1 2026
Shares
1.54M
% of Portfolio
+10.09%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $491MQ4 ’18Q1 ’19: $570MQ2 ’19: $668MQ3 ’19: $655MQ4 ’19: $760MQ4 ’19Q1 ’20: $758MQ2 ’20: $968MQ3 ’20: $945MQ4 ’20: $915MQ4 ’20Q1 ’21: $958MQ2 ’21: $1.1BQ3 ’21: $1.1BQ4 ’21: $1.3BQ4 ’21Q1 ’22: $1.0BQ2 ’22: $779MQ3 ’22: $665MQ4 ’22: $656,593Q4 ’22Q1 ’23: $729MQ2 ’23: $810MQ3 ’23: $724MQ4 ’23: $810MQ4 ’23Q1 ’24: $883MQ2 ’24: $821MQ3 ’24: $745MQ4 ’24: $694MQ4 ’24Q1 ’25: $551MQ2 ’25: $688MQ3 ’25: $855MQ4 ’25: $796MQ4 ’25Q1 ’26: $571Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.54M$571M+10.09%
Q4 20251.65M$796M+11.80%
Q3 20251.65M$855M+12.19%
Q2 20251.38M$688M+10.16%
Q1 20251.47M$551M+9.63%
Q4 20241.65M$694M+10.71%
Q3 20241.73M$745M+11.37%
Q2 20241.84M$821M+11.90%
Q1 20242.10M$883M+12.07%
Q4 20232.16M$810M+12.39%
Q3 20232.29M$724M+12.22%
Q2 20232.38M$810M+13.10%
Q1 20232.53M$729M+11.92%
Q4 20222.74M$656,593+10.92%
Q3 20222.86M$665M+11.27%
Q2 20223.04M$779M+13.08%
Q1 20223.36M$1.0B+13.84%
Q4 20213.83M$1.3B+13.48%
Q3 20214.06M$1.1B+11.87%
Q2 20214.08M$1.1B+10.65%
Q1 20214.06M$958M+10.19%
Q4 20204.11M$915M+9.81%
Q3 20204.49M$945M+10.49%
Q2 20204.75M$968M+11.52%
Q1 20204.81M$758M+11.47%
Q4 20194.82M$760M+10.06%
Q3 20194.71M$655M+10.07%
Q2 20194.98M$668M+9.73%
Q1 20194.83M$570M+8.40%
Q4 20184.84M$491M+8.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dsm Capital Partners LLC’s full portfolio or all institutional holders of MSFT.