SEC 13F Intelligence

Zega Investments, LLC / MSFT

Zega Investments, LLC’s Microsoft Corp Position

Does Zega Investments, LLC own Microsoft Corp (MSFT)? Yes — 34.2K shares worth $13M (+1.42% of its 13F portfolio) as of Q1 2026, down from 37.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
34.2K
% of Portfolio
+1.42%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $14MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $15MQ2 ’25Q3 ’25: $18MQ3 ’25Q4 ’25: $18MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.2K$13M+1.42%
Q4 202537.2K$18M+2.12%
Q3 202534.1K$18M+2.36%
Q2 202531.0K$15M+2.10%
Q1 202528.1K$11M+1.61%
Q4 202432.5K$14M+3.63%

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