SEC 13F Intelligence

Allen Operations LLC / MSFT

Allen Operations LLC’s Microsoft Corp Position

Does Allen Operations LLC own Microsoft Corp (MSFT)? Yes — 88.4K shares worth $33M (+4.88% of its 13F portfolio) as of Q1 2026.

Position Value
$33M
Q1 2026
Shares
88.4K
% of Portfolio
+4.88%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $226,000Q4 ’18Q1 ’19: $226,000Q2 ’19: $895,000Q3 ’19: $929,000Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ3 ’20: $5MQ4 ’20: $5MQ1 ’21: $21MQ1 ’21Q2 ’21: $24MQ3 ’21: $25MQ4 ’21: $30MQ1 ’22: $27MQ1 ’22Q2 ’22: $23MQ3 ’22: $21MQ4 ’22: $21MQ1 ’23: $25MQ1 ’23Q2 ’23: $30MQ3 ’23: $28MQ4 ’23: $33MQ1 ’24: $37MQ1 ’24Q2 ’24: $40MQ3 ’24: $38MQ4 ’24: $37MQ1 ’25: $33MQ1 ’25Q2 ’25: $44MQ3 ’25: $46MQ4 ’25: $43MQ1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.4K$33M+4.88%
Q4 202588.4K$43M+5.35%
Q3 202588.4K$46M+5.46%
Q2 202588.4K$44M+6.05%
Q1 202588.4K$33M+5.46%
Q4 202488.4K$37M+5.91%
Q3 202488.4K$38M+6.41%
Q2 202488.4K$40M+7.73%
Q1 202488.4K$37M+7.06%
Q4 202388.4K$33M+6.60%
Q3 202388.4K$28M+6.17%
Q2 202388.4K$30M+6.68%
Q1 202388.4K$25M+6.46%
Q4 202288.4K$21M+5.66%
Q3 202288.4K$21M+5.49%
Q2 202288.4K$23M+5.70%
Q1 202288.4K$27M+4.80%
Q4 202188.4K$30M+4.13%
Q3 202188.4K$25M+3.86%
Q2 202188.4K$24M+4.11%
Q1 202188.4K$21M+4.23%
Q4 202024.0K$5M+1.16%
Q3 202024.0K$5M+1.76%
Q1 20206.7K$1M+0.65%
Q4 20196.7K$1M+0.45%
Q3 20196.7K$929,000+0.45%
Q2 20196.7K$895,000+0.35%
Q1 20192.2K$226,000+0.11%
Q4 20182.2K$226,000+0.11%

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