SEC 13F Intelligence

Yoffe Investment Management, LLC / MSFT

Yoffe Investment Management, LLC’s Microsoft Corp Position

Does Yoffe Investment Management, LLC own Microsoft Corp (MSFT)? Yes — 4.2K shares worth $2M (+1.99% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
4.2K
% of Portfolio
+1.99%
Quarters Held
6
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.2K$2M+1.99%
Q4 20254.2K$2M+2.59%
Q3 20254.2K$2M+2.83%
Q2 20254.2K$2M+2.86%
Q1 20254.2K$2M+2.32%
Q4 20244.2K$2M+2.63%

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