SEC 13F Intelligence

Peak Asset Management, LLC / MSFT

Peak Asset Management, LLC’s Microsoft Corp Position

Does Peak Asset Management, LLC own Microsoft Corp (MSFT)? Yes — 59.2K shares worth $22M (+3.87% of its 13F portfolio) as of Q1 2026, up from 58.4K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
59.2K
% of Portfolio
+3.87%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $13MQ2 ’19: $14MQ3 ’19: $14MQ4 ’19: $16MQ4 ’19Q1 ’20: $15MQ2 ’20: $18MQ3 ’20: $17MQ4 ’20: $18MQ4 ’20Q1 ’21: $18MQ2 ’21: $20MQ3 ’21: $20MQ4 ’21: $23MQ4 ’21Q1 ’22: $21MQ2 ’22: $18MQ3 ’22: $17MQ4 ’22: $17MQ4 ’22Q1 ’23: $21MQ2 ’23: $24MQ3 ’23: $22MQ4 ’23: $26MQ4 ’23Q1 ’24: $29MQ2 ’24: $30MQ3 ’24: $26MQ4 ’24: $26MQ4 ’24Q1 ’25: $23MQ2 ’25: $30MQ3 ’25: $30MQ4 ’25: $28MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.2K$22M+3.87%
Q4 202558.4K$28M+4.80%
Q3 202558.9K$30M+5.32%
Q2 202560.0K$30M+5.47%
Q1 202561.3K$23M+4.38%
Q4 202461.1K$26M+4.77%
Q3 202461.1K$26M+4.95%
Q2 202466.5K$30M+5.83%
Q1 202468.0K$29M+5.67%
Q4 202368.3K$26M+5.65%
Q3 202368.8K$22M+5.25%
Q2 202370.4K$24M+5.54%
Q1 202372.5K$21M+5.11%
Q4 202271.4K$17M+4.46%
Q3 202271.1K$17M+4.72%
Q2 202269.0K$18M+4.85%
Q1 202268.2K$21M+4.89%
Q4 202169.6K$23M+5.40%
Q3 202171.7K$20M+4.98%
Q2 202173.0K$20M+4.91%
Q1 202177.3K$18M+4.40%
Q4 202081.0K$18M+4.71%
Q3 202082.4K$17M+5.17%
Q2 202088.7K$18M+5.75%
Q1 202094.1K$15M+5.72%
Q4 201999.9K$16M+4.77%
Q3 2019102.4K$14M+4.65%
Q2 2019106.6K$14M+4.67%
Q1 2019109.6K$13M+4.40%
Q4 2018113.8K$12M+4.34%

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