SCGE MANAGEMENT, L.P.: MICROSOFT (MSFT): Quarterly 13F Position History
As of Q1 2026, SCGE MANAGEMENT, L.P. reported 762,900 shares of MICROSOFT (MSFT), worth $282.4M and representing 8.6% of its 13F equity book. Quarter-over-quarter share count change: 89,100 (-10.5%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 762,900Shares Held (Latest Filing)
- $282.4MReported Market Value (Latest Filing)
- 8.6%Portfolio Weight (% of 13F Equity Book)
- 89,100Quarter-over-Quarter Share Change
- -$129.6MQuarter-over-Quarter Value Change
- 1,605,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 762,900 | 89,100 | -10.5% | $282.4M | 8.6% | $370.2 |
| Q4 2025 | 852,000 | +241,000 | +39.4% | $412.0M | 9.4% | $483.6 |
| Q3 2025 | 611,000 | +152,000 | +33.1% | $316.5M | 5.8% | $518.0 |
| Q2 2025 | 459,000 | +459,000 | — | $228.3M | 4.8% | $497.4 |
| Q1 2025 | 0 | 249,000 | -100.0% | $0 | 0.0% | — |
| Q4 2024 | 249,000 | 846,000 | -77.3% | $105.0M | 1.9% | $421.5 |
| Q3 2024 | 1,095,000 | 185,000 | -14.5% | $471.2M | 10.3% | $430.3 |
| Q2 2024 | 1,280,000 | 220,000 | -14.7% | $572.1M | 11.2% | $446.9 |
| Q1 2024 | 1,500,000 | 0 | — | $631.1M | 12.0% | $420.7 |
| Q4 2023 | 1,500,000 | +158,000 | +11.8% | $564.1M | 12.6% | $376.0 |
| Q3 2023 | 1,342,000 | +151,000 | +12.7% | $423.7M | 11.0% | $315.8 |
| Q2 2023 | 1,191,000 | 0 | — | $405.6M | 9.6% | $340.5 |
| Q1 2023 | 1,191,000 | 414,000 | -25.8% | $343.4M | 9.4% | $288.3 |
| Q4 2022 | 1,605,000 | 0 | — | $384.9M | 13.6% | $239.8 |
| Q3 2022 | 1,605,000 | 0 | — | $373.8M | 12.6% | $232.9 |
| Q2 2022 | 1,605,000 | 0 | — | $412.2M | 11.8% | $256.8 |
| Q1 2022 | 1,605,000 | 0 | — | $494.8M | 7.6% | $308.3 |
| Q4 2021 | 1,605,000 | 0 | — | $539.8M | 6.1% | $336.3 |
| Q3 2021 | 1,605,000 | 0 | — | $452.5M | 4.2% | $281.9 |
| Q2 2021 | 1,605,000 | 0 | — | $434.8M | 4.1% | $270.9 |
| Q1 2021 | 1,605,000 | 0 | — | $378.4M | 4.2% | $235.8 |
| Q4 2020 | 1,605,000 | +110,000 | +7.4% | $357.0M | 4.1% | $222.4 |
| Q3 2020 | 1,495,000 | +89,502 | +6.4% | $314.4M | 4.9% | $210.3 |
| Q2 2020 | 1,405,498 | +154,000 | +12.3% | $286.0M | 5.5% | $203.5 |
| Q1 2020 | 1,251,498 | +361,800 | +40.7% | $197.4M | 6.2% | $157.7 |
| Q4 2019 | 889,698 | 0 | — | $140.3M | 5.7% | $157.7 |
| Q3 2019 | 889,698 | 0 | — | $123.7M | 6.2% | $139.0 |
| Q2 2019 | 889,698 | 0 | — | $119.2M | 6.0% | $134.0 |
| Q1 2019 | 889,698 | 0 | — | $104.9M | 6.5% | $117.9 |
| Q4 2018 | 889,698 | +889,698 | — | $90.4M | 8.0% | $101.6 |
| Q3 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2017 | 0 | 485,000 | -100.0% | $0 | 0.0% | — |
| Q3 2017 | 485,000 | 0 | — | $36.1M | 8.0% | $74.5 |
| Q2 2017 | 485,000 | 0 | — | $33.4M | 8.5% | $68.9 |
| Q1 2017 | 485,000 | 165,000 | -25.4% | $31.9M | 8.3% | $65.9 |
| Q4 2016 | 650,000 | +50,000 | +8.3% | $40.4M | 13.5% | $62.1 |
| Q3 2016 | 600,000 | +150,000 | +33.3% | $34.6M | 9.6% | $57.6 |
| Q2 2016 | 450,000 | — | — | $23.0M | 7.1% | $51.2 |
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 SCGE MANAGEMENT, L.P. first disclose a MSFT position in 13F-HR filings?
SCGE MANAGEMENT, L.P. first reported MICROSOFT (MSFT) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was SCGE MANAGEMENT, L.P.'s most recent quarter-over-quarter share-count change in MSFT?
Between Q4 2025 and Q1 2026, SCGE MANAGEMENT, L.P. reduced its MSFT position by 89,100 shares (-10.5%), leaving 762,900 shares at a market value of $282.4M.
Does the implied price-per-share represent SCGE MANAGEMENT, L.P.'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.