SEC 13F Intelligence

Isthmus Partners, LLC / MSFT

Isthmus Partners, LLC’s Microsoft Corp Position

Does Isthmus Partners, LLC own Microsoft Corp (MSFT)? Yes47.4K shares worth $18M (+1.84% of its 13F portfolio) as of Q1 2026, up from 46.7K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
47.4K
% of Portfolio
+1.84%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $13MQ3 ’21: $13MQ4 ’21: $15MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $11MQ4 ’22Q1 ’23: $13MQ2 ’23: $15MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $19MQ2 ’24: $19MQ3 ’24: $18MQ4 ’24: $19MQ4 ’24Q1 ’25: $17MQ2 ’25: $24MQ3 ’25: $24MQ4 ’25: $23MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.4K$18M+1.84%
Q4 202546.7K$23M+2.51%
Q3 202547.1K$24M+5.41%
Q2 202547.3K$24M+2.75%
Q1 202544.8K$17M+2.10%
Q4 202444.8K$19M+2.29%
Q3 202442.6K$18M+2.18%
Q2 202443.3K$19M+2.28%
Q1 202444.4K$19M+2.12%
Q4 202342.9K$16M+2.10%
Q3 202344.6K$14M+2.03%
Q2 202345.0K$15M+2.09%
Q1 202346.6K$13M+1.89%
Q4 202244.6K$11M+1.61%
Q3 202246.0K$11M+1.84%
Q2 202246.1K$12M+2.21%
Q1 202245.1K$14M+2.29%
Q4 202144.1K$15M+2.49%
Q3 202145.4K$13M+2.32%
Q2 202146.2K$13M+2.20%
Q1 202147.3K$11M+2.05%
Q4 202048.3K$11M+2.18%
Q3 202048.9K$10M+2.40%
Q2 202048.8K$10M+2.45%
Q1 202053.2K$8M+2.58%
Q4 201973.9K$12M+2.65%
Q3 201975.9K$11M+2.50%
Q2 201981.7K$11M+2.61%
Q1 201987.8K$10M+2.52%
Q4 201885.8K$9M+2.62%

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