13F Portfolios

Chescapmanager LLC: MICROSOFT (MSFT): Quarterly 13F Position History

As of Q1 2026, Chescapmanager LLC reported 110,892 shares of MICROSOFT (MSFT), worth $41.0M and representing 6.6% of its 13F equity book. The position first appeared in Q2 2020 and has been disclosed across 24 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 110,892 0 $41.0M 6.6% $370.2
Q4 2025 110,892 10,000 -8.3% $53.6M 8.8% $483.6
Q3 2025 120,892 0 $62.6M 10.0% $518.0
Q2 2025 120,892 0 $60.1M 10.1% $497.4
Q1 2025 120,892 +7,500 +6.6% $45.4M 9.4% $375.4
Q4 2024 113,392 20,000 -15.0% $47.8M 8.7% $421.5
Q3 2024 133,392 0 $57.4M 9.6% $430.3
Q2 2024 133,392 +30,000 +29.0% $59.6M 9.4% $446.9
Q1 2024 103,392 0 $43.5M 7.4% $420.7
Q4 2023 103,392 0 $38.9M 9.1% $376.0
Q3 2023 103,392 0 $32.6M 8.0% $315.8
Q2 2023 103,392 0 $35.2M 8.4% $340.5
Q1 2023 103,392 0 $29.9M 8.4% $289.3
Q4 2022 103,392 0 $24.8M 7.6% $239.8
Q3 2022 103,392 +30,000 +40.9% $24.1M 7.3% $232.9
Q2 2022 73,392 +5,000 +7.3% $18.8M 6.4% $256.8
Q1 2022 68,392 2,500 -3.5% $21.1M 4.5% $308.3
Q4 2021 70,892 0 $23.8M 3.6% $336.3
Q3 2021 70,892 0 $20.0M 3.3% $281.9
Q2 2021 70,892 0 $19.2M 2.9% $270.9
Q1 2021 70,892 +10,000 +16.4% $16.7M 2.4% $235.8
Q4 2020 60,892 0 $13.5M 2.0% $222.4
Q3 2020 60,892 +40,000 +191.5% $12.8M 2.2% $210.3
Q2 2020 20,892 $4.3M 1.0% $203.5

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Chescapmanager LLC first disclose a MSFT position in 13F-HR filings?

Chescapmanager LLC first reported MICROSOFT (MSFT) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.

What was Chescapmanager LLC's most recent quarter-over-quarter share-count change in MSFT?

Chescapmanager LLC held the same 110,892 shares of MSFT between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent Chescapmanager LLC's cost basis in MSFT?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.