SEC 13F Intelligence

Hudson Value Partners, LLC / MSFT

Hudson Value Partners, LLC’s Microsoft Corp Position

Does Hudson Value Partners, LLC own Microsoft Corp (MSFT)? Yes — 35.5K shares worth $13M (+3.92% of its 13F portfolio) as of Q1 2026, up from 31.8K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
35.5K
% of Portfolio
+3.92%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $6MQ3 ’21Q4 ’21: $7MQ1 ’22: $7MQ2 ’22: $6MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ1 ’23: $6MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $13MQ3 ’24Q4 ’24: $14MQ1 ’25: $12MQ2 ’25: $15MQ2 ’25Q3 ’25: $16MQ4 ’25: $15MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.5K$13M+3.92%
Q4 202531.8K$15M+4.60%
Q3 202531.2K$16M+5.00%
Q2 202530.7K$15M+5.27%
Q1 202532.4K$12M+4.57%
Q4 202434.1K$14M+5.34%
Q3 202430.2K$13M+5.04%
Q2 202427.1K$12M+5.13%
Q1 202425.0K$11M+4.46%
Q4 202324.8K$9M+4.34%
Q3 202324.2K$8M+4.02%
Q2 202323.2K$8M+4.04%
Q1 202322.3K$6M+3.66%
Q4 202221.5K$5M+3.16%
Q3 202222.8K$5M+3.58%
Q2 202222.0K$6M+3.59%
Q1 202222.0K$7M+3.49%
Q4 202121.8K$7M+3.55%
Q3 202121.5K$6M+3.34%
Q2 202121.7K$6M+3.25%
Q1 202121.6K$5M+3.07%
Q4 202021.5K$5M+3.19%

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