Voyager Global Management LP: MICROSOFT (MSFT): Quarterly 13F Position History
As of Q1 2026, Voyager Global Management LP reported 1,325,000 shares of MICROSOFT (MSFT), worth $490.5M and representing 16.7% of its 13F equity book. Quarter-over-quarter share count change: + 300,000 (+29.3%) . The position first appeared in Q4 2021 and has been disclosed across 18 13F-HR filings in Pactolio's tracked window.
- 1,325,000Shares Held (Latest Filing)
- $490.5MReported Market Value (Latest Filing)
- 16.7%Portfolio Weight (% of 13F Equity Book)
- +300,000Quarter-over-Quarter Share Change
- -$5.2MQuarter-over-Quarter Value Change
- 1,325,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,325,000 | +300,000 | +29.3% | $490.5M | 16.7% | $370.2 |
| Q4 2025 | 1,025,000 | +225,000 | +28.1% | $495.7M | 14.5% | $483.6 |
| Q3 2025 | 800,000 | +350,000 | +77.8% | $414.4M | 12.1% | $518.0 |
| Q2 2025 | 450,000 | 460,000 | -50.5% | $223.8M | 8.0% | $497.4 |
| Q1 2025 | 910,000 | +260,000 | +40.0% | $341.6M | 15.2% | $375.4 |
| Q4 2024 | 650,000 | +200,000 | +44.4% | $274.0M | 10.9% | $421.5 |
| Q3 2024 | 450,000 | +200,000 | +80.0% | $193.6M | 8.4% | $430.3 |
| Q2 2024 | 250,000 | 10,000 | -3.8% | $111.7M | 5.0% | $446.9 |
| Q1 2024 | 260,000 | +90,000 | +52.9% | $109.4M | 5.3% | $420.7 |
| Q4 2023 | 170,000 | 130,000 | -43.3% | $63.9M | 3.1% | $376.0 |
| Q3 2023 | 300,000 | +25,000 | +9.1% | $94.7M | 4.4% | $315.8 |
| Q2 2023 | 275,000 | 275,000 | -50.0% | $93.6M | 4.5% | $340.5 |
| Q1 2023 | 550,000 | 325,000 | -37.1% | $158.6M | 8.7% | $288.3 |
| Q4 2022 | 875,000 | +25,000 | +2.9% | $209.8M | 13.0% | $239.8 |
| Q3 2022 | 850,000 | +100,000 | +13.3% | $198.0M | 11.5% | $232.9 |
| Q2 2022 | 750,000 | +80,000 | +11.9% | $192.6M | 12.3% | $256.8 |
| Q1 2022 | 670,000 | +330,000 | +97.1% | $206.6M | 11.8% | $308.3 |
| Q4 2021 | 340,000 | — | — | $114.3M | 8.3% | $336.3 |
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 Voyager Global Management LP first disclose a MSFT position in 13F-HR filings?
Voyager Global Management LP first reported MICROSOFT (MSFT) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Voyager Global Management LP's most recent quarter-over-quarter share-count change in MSFT?
Between Q4 2025 and Q1 2026, Voyager Global Management LP added 300,000 shares of MSFT (+29.3%), bringing the total reported position to 1,325,000 shares at a market value of $490.5M.
Does the implied price-per-share represent Voyager Global Management LP'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.