Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 352,504 13.55 $370.17 $130,486,000 SEC
2025   Q4 352,504 17.72 Reduce 8.48% 1.84 $483.62 $170,478,000 SEC
2025   Q3 385,178 21.73 Reduce 4.43% 1.00 $517.95 $199,503,000 SEC
2025   Q2 403,043 22.66 $497.41 $200,478,000 SEC
2025   Q1 403,043 20.45 Add 44.74% 6.32 $375.39 $151,298,000 SEC
2024   Q4 278,458 15.19 Add 10.44% 1.44 $421.50 $117,370,000 SEC
2024   Q3 252,144 14.04 Add 10.27% 1.31 $430.30 $108,498,000 SEC
2024   Q2 228,654 11.99 $446.95 $102,197,000 SEC
2024   Q1 228,654 10.95 $420.72 $96,199,000 SEC
2023   Q4 228,654 10.23 Reduce 9.73% 0.99 $376.04 $85,983,000 SEC
2023   Q3 253,304 10.15 $315.75 $79,981,000 SEC
2023   Q2 253,304 11.12 $340.54 $86,260,000 SEC
2023   Q1 253,304 10.65 $288.30 $73,028,000 SEC
2022   Q4 253,304 10.04 Add 10.30% 0.94 $239.82 $60,747,000 SEC
2022   Q3 229,654 9.42 Reduce 11.12% 1.13 $232.90 $53,486,000 SEC
2022   Q2 258,387 10.15 Add 23.39% 1.92 $256.83 $66,362,000 SEC
2022   Q1 209,404 7.99 $308.31 $64,561,000 SEC
2021   Q4 209,404 7.94 Reduce 16.26% 1.25 $336.32 $70,427,000 SEC
2021   Q3 250,050 7.69 $281.92 $70,494,000 SEC
2021   Q2 250,050 7.35 $270.90 $67,738,000 SEC
2021   Q1 250,050 7.31 $235.77 $58,954,000 SEC
2020   Q4 250,050 6.78 Reduce 34.03% 2.30 $222.42 $55,616,000 SEC
2020   Q3 379,050 6.76 Buy 6.76 $210.33 $79,726,000 SEC