Voyager Global Management LP — MICROSOFT CORP MSFT: Quarterly 13F Position History
Voyager Global Management LP has reported MICROSOFT CORP (MSFT) on 18 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2021. As of Q1 2026, the position is sized at 1,325,000 shares ($490.5M market value, 16.68% of the equity book). Quarter-over-quarter share count change: + 300,000 (+29.3%) .
- 1,325,000Shares Held (Latest Filing)
- $490.5MReported Market Value (Latest Filing)
- 16.68%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 | 16.68% | $370.17 |
| Q4 2025 | 1,025,000 | +225,000 | +28.1% | $495.7M | 14.50% | $483.62 |
| Q3 2025 | 800,000 | +350,000 | +77.8% | $414.4M | 12.13% | $517.95 |
| Q2 2025 | 450,000 | 460,000 | -50.5% | $223.8M | 8.03% | $497.41 |
| Q1 2025 | 910,000 | +260,000 | +40.0% | $341.6M | 15.22% | $375.39 |
| Q4 2024 | 650,000 | +200,000 | +44.4% | $274.0M | 10.94% | $421.50 |
| Q3 2024 | 450,000 | +200,000 | +80.0% | $193.6M | 8.38% | $430.30 |
| Q2 2024 | 250,000 | 10,000 | -3.8% | $111.7M | 4.98% | $446.95 |
| Q1 2024 | 260,000 | +90,000 | +52.9% | $109.4M | 5.29% | $420.72 |
| Q4 2023 | 170,000 | 130,000 | -43.3% | $63.9M | 3.05% | $376.04 |
| Q3 2023 | 300,000 | +25,000 | +9.1% | $94.7M | 4.45% | $315.75 |
| Q2 2023 | 275,000 | 275,000 | -50.0% | $93.6M | 4.55% | $340.54 |
| Q1 2023 | 550,000 | 325,000 | -37.1% | $158.6M | 8.72% | $288.30 |
| Q4 2022 | 875,000 | +25,000 | +2.9% | $209.8M | 13.00% | $239.82 |
| Q3 2022 | 850,000 | +100,000 | +13.3% | $198.0M | 11.46% | $232.90 |
| Q2 2022 | 750,000 | +80,000 | +11.9% | $192.6M | 12.33% | $256.83 |
| Q1 2022 | 670,000 | +330,000 | +97.1% | $206.6M | 11.82% | $308.31 |
| Q4 2021 | 340,000 | — | — | $114.3M | 8.30% | $336.32 |
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 CORP (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.