Daniel Loeb - Third Point
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $2,082,795,760
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 0 0.00 Sell 100.00% 6.16 SEC
2025   Q4 925,000 6.16 Reduce 15.91% 1.01 $483.62 $447,348,500 SEC
2025   Q3 1,100,000 6.37 Add 175.00% 4.05 $517.95 $569,745,000 SEC
2025   Q2 400,000 2.64 Add 26.98% 0.56 $497.41 $198,964,000 SEC
2025   Q1 315,000 1.84 Reduce 47.50% 1.63 $375.39 $118,247,850 SEC
2024   Q4 600,000 3.44 Reduce 31.03% 1.58 $421.50 $252,900,000 SEC
2024   Q3 870,000 5.08 Reduce 44.94% 3.66 $430.30 $374,361,000 SEC
2024   Q2 1,580,000 8.14 Reduce 10.48% 1.00 $446.95 $706,181,000 SEC
2024   Q1 1,765,000 9.55 Reduce 12.41% 1.43 $420.72 $742,570,800 SEC
2023   Q4 2,015,000 11.50 Reduce 9.44% 1.02 $376.04 $757,720,600 SEC
2023   Q3 2,225,000 10.83 Add 46.38% 3.43 $315.75 $702,543,750 SEC
2023   Q2 1,520,000 7.67 Add 44.76% 2.37 $340.54 $517,620,800 SEC
2023   Q1 1,050,000 5.02 Reduce 11.02% 0.53 $288.30 $302,715,000 SEC
2022   Q4 1,180,000 4.81 Buy 4.81 $239.82 $282,987,600 SEC
2022   Q2 0 0.00 Sell 100.00% 2.07 SEC
2022   Q1 500,000 2.07 Reduce 68.75% 2.66 $308.31 $154,155,000 SEC
2021   Q4 1,600,000 3.87 $336.32 $538,112,000 SEC
2021   Q3 1,600,000 2.53 $281.92 $451,072,000 SEC
2021   Q2 1,600,000 2.62 $270.90 $433,440,000 SEC
2021   Q1 1,600,000 2.62 Add 23.08% 0.49 $235.77 $377,232,000 SEC
2020   Q4 1,300,000 2.30 Add 18.18% 0.35 $222.42 $289,146,000 SEC
2020   Q3 1,100,000 2.34 Buy 2.34 $210.33 $231,363,000 SEC
2019   Q4 0 0.00 Sell 100.00% 1.00 SEC
2019   Q3 600,000 1.00 $139.03 $83,418,000 SEC
2019   Q2 600,000 0.95 Add 20.00% 0.16 $133.96 $80,376,000 SEC
2019   Q1 500,000 0.70 Buy 0.70 $117.94 $58,970,000 SEC
2018   Q4 0 0.00 Sell 100.00% 3.47 SEC
2018   Q3 4,100,000 3.47 Add 82.22% 1.57 $114.37 $468,917,000 SEC
2018   Q2 2,250,000 1.67 Add 309.09% 1.26 $98.61 $221,872,000 SEC
2018   Q1 550,000 0.43 Buy 0.43 $91.27 $50,198,000 SEC