SEC 13F Intelligence

Westwind Capital / MSFT

Westwind Capital’s Microsoft Corp Position

Does Westwind Capital own Microsoft Corp (MSFT)? Yes27.1K shares worth $10M (+2.40% of its 13F portfolio) as of Q2 2026, down from 64.7K shares the prior filed quarter.

Position Value
$10M
Q2 2026
Shares
27.1K
% of Portfolio
+2.40%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $13MQ1 ’19Q2 ’19: $15MQ3 ’19: $17MQ4 ’19: $19MQ1 ’20: $14MQ1 ’20Q2 ’20: $19MQ3 ’20: $19MQ4 ’20: $21MQ1 ’21: $22MQ1 ’21Q2 ’21: $25MQ3 ’21: $21MQ4 ’21: $26MQ1 ’22: $24MQ1 ’22Q2 ’22: $20MQ3 ’22: $18MQ4 ’22: $19MQ1 ’23: $23MQ1 ’23Q2 ’23: $19MQ3 ’23: $18MQ4 ’23: $21MQ1 ’24: $24MQ1 ’24Q2 ’24: $25MQ3 ’24: $24MQ4 ’24: $24MQ1 ’25: $22MQ1 ’25Q2 ’25: $29MQ3 ’25: $31MQ4 ’25: $28MQ1 ’26: $24MQ1 ’26Q2 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202627.1K$10M+2.40%
Q1 202664.7K$24M+5.75%
Q4 202558.9K$28M+5.82%
Q3 202560.0K$31M+6.49%
Q2 202559.2K$29M+6.02%
Q1 202558.8K$22M+5.50%
Q4 202457.6K$24M+5.29%
Q3 202456.7K$24M+5.93%
Q2 202416.3K$25M+6.18%
Q1 202456.1K$24M+5.97%
Q4 202356.5K$21M+5.79%
Q3 202356.4K$18M+5.48%
Q2 202355.7K$19M+5.32%
Q1 202378.5K$23M+7.23%
Q4 202279.3K$19M+6.47%
Q3 202278.1K$18M+6.38%
Q2 202278.5K$20M+6.60%
Q1 202278.0K$24M+6.47%
Q4 202175.9K$26M+6.32%
Q3 202173.6K$21M+5.52%
Q2 202191.9K$25M+5.98%
Q1 202193.0K$22M+6.35%
Q4 202093.9K$21M+6.08%
Q3 202092.7K$19M+6.56%
Q2 202091.1K$19M+7.03%
Q1 202090.2K$14M+7.34%
Q4 2019118.8K$19M+9.10%
Q3 2019119.2K$17M+8.75%
Q2 2019114.8K$15M+8.74%
Q1 2019114.0K$13M+7.93%

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