SEC 13F Intelligence

Saraza Management, LP / MSFT

Saraza Management, LP’s Microsoft Corp Position

Does Saraza Management, LP own Microsoft Corp (MSFT)? Yes — 34.0K shares worth $13M (+5.28% of its 13F portfolio) as of Q1 2026, down from 44.8K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
34.0K
% of Portfolio
+5.28%
Quarters Held
9
currently held

Position History MSFT

Reported value by quarter
Q4 ’23: $19MQ4 ’23Q1 ’24: $21MQ3 ’24: $19MQ3 ’24Q4 ’24: $25MQ1 ’25: $23MQ1 ’25Q2 ’25: $24MQ3 ’25: $25MQ3 ’25Q4 ’25: $22MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.0K$13M+5.28%
Q4 202544.8K$22M+8.36%
Q3 202547.5K$25M+8.76%
Q2 202549.0K$24M+5.89%
Q1 202560.0K$23M+6.73%
Q4 202459.0K$25M+6.93%
Q3 202445.0K$19M+5.61%
Q1 202450.0K$21M+4.83%
Q4 202350.0K$19M+4.39%

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