Triple Frond Partners LLC / MSFT
Triple Frond Partners LLC’s Microsoft Corp Position
Does Triple Frond Partners LLC own Microsoft Corp (MSFT)? Yes — 352.5K shares worth $130M (+13.55% of its 13F portfolio) as of Q1 2026.
Position Value
$130M
Q1 2026
Shares
352.5K
% of Portfolio
+13.55%
Quarters Held
23
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 352.5K | $130M | +13.55% |
| Q4 2025 | 352.5K | $170M | +17.72% |
| Q3 2025 | 385.2K | $200M | +21.73% |
| Q2 2025 | 403.0K | $200M | +22.66% |
| Q1 2025 | 403.0K | $151M | +20.45% |
| Q4 2024 | 278.5K | $117M | +15.19% |
| Q3 2024 | 252.1K | $108M | +14.04% |
| Q2 2024 | 228.7K | $102M | +11.99% |
| Q1 2024 | 228.7K | $96M | +10.95% |
| Q4 2023 | 228.7K | $86M | +10.23% |
| Q3 2023 | 253.3K | $80M | +10.15% |
| Q2 2023 | 253.3K | $86M | +11.12% |
| Q1 2023 | 253.3K | $73M | +10.65% |
| Q4 2022 | 253.3K | $61M | +10.04% |
| Q3 2022 | 229.7K | $53M | +9.42% |
| Q2 2022 | 258.4K | $66M | +10.15% |
| Q1 2022 | 209.4K | $65M | +7.99% |
| Q4 2021 | 209.4K | $70M | +7.94% |
| Q3 2021 | 250.1K | $70M | +7.69% |
| Q2 2021 | 250.1K | $68M | +7.35% |
| Q1 2021 | 250.1K | $59M | +7.31% |
| Q4 2020 | 250.1K | $56M | +6.78% |
| Q3 2020 | 379.1K | $80M | +6.76% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Triple Frond Partners LLC’s full portfolio or all institutional holders of MSFT.