Lakehouse Capital Pty Ltd / MSFT
Lakehouse Capital Pty Ltd’s Microsoft Corp Position
Does Lakehouse Capital Pty Ltd own Microsoft Corp (MSFT)? Yes — 21.8K shares worth $12M (+7.94% of its 13F portfolio) as of Q1 2026, up from 8.9K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
21.8K
% of Portfolio
+7.94%
Quarters Held
15
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.8K | $12M | +7.94% |
| Q4 2025 | 8.9K | $4M | +3.11% |
| Q3 2025 | 9.5K | $5M | +3.00% |
| Q2 2025 | 9.5K | $5M | +2.87% |
| Q1 2025 | 9.5K | $4M | +2.36% |
| Q4 2024 | 9.5K | $4M | +2.69% |
| Q3 2024 | 9.5K | $4M | +2.87% |
| Q2 2024 | 14.5K | $6M | +4.53% |
| Q1 2024 | 14.5K | $6M | +4.74% |
| Q4 2023 | 19.6K | $7M | +5.88% |
| Q3 2023 | 27.1K | $9M | +7.73% |
| Q2 2023 | 28.4K | $10M | +8.33% |
| Q1 2023 | 31.4K | $9M | +8.02% |
| Q4 2022 | 31.4K | $8M | +7.48% |
| Q3 2022 | 31.4K | $7M | +8.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lakehouse Capital Pty Ltd’s full portfolio or all institutional holders of MSFT.