Stony Point Capital LLC / MSFT
Stony Point Capital LLC’s Microsoft Corp Position
Does Stony Point Capital LLC own Microsoft Corp (MSFT)? Yes — 133.8K shares worth $50M (+3.98% of its 13F portfolio) as of Q1 2026, down from 134.4K shares the prior filed quarter.
Position Value
$50M
Q1 2026
Shares
133.8K
% of Portfolio
+3.98%
Quarters Held
15
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 133.8K | $50M | +3.98% |
| Q4 2025 | 134.4K | $65M | +4.77% |
| Q3 2025 | 131.0K | $68M | +4.75% |
| Q2 2025 | 124.8K | $62M | +4.70% |
| Q1 2025 | 79.5K | $30M | +3.07% |
| Q4 2024 | 28.8K | $12M | +2.50% |
| Q3 2024 | 31.0K | $13M | +3.18% |
| Q2 2024 | 30.3K | $14M | +3.47% |
| Q1 2024 | 23.0K | $10M | +3.17% |
| Q4 2023 | 23.0K | $9M | +2.85% |
| Q4 2022 | 17.1K | $4M | +1.45% |
| Q3 2022 | 20.3K | $5M | +1.71% |
| Q2 2022 | 48.5K | $12M | +4.40% |
| Q1 2022 | 71.5K | $22M | +5.15% |
| Q4 2021 | 71.5K | $24M | +4.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stony Point Capital LLC’s full portfolio or all institutional holders of MSFT.