SEC 13F Intelligence

Davidson Kahn Capital Management, LLC / MSFT

Davidson Kahn Capital Management, LLC’s Microsoft Corp Position

Does Davidson Kahn Capital Management, LLC own Microsoft Corp (MSFT)? Yes — 9.5K shares worth $4M (+1.87% of its 13F portfolio) as of Q1 2026, up from 9.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
9.5K
% of Portfolio
+1.87%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$4M+1.87%
Q4 20259.4K$5M+2.35%
Q3 20259.4K$5M+2.70%
Q2 20259.3K$5M+2.98%
Q1 20258.8K$3M+2.54%
Q4 20246.9K$3M+2.69%

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