Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Microsoft Corp. (MSFT)
← All MSFT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 352,504 13.55 $370.17 $130,486,000 SEC
2025   Q4 352,504 17.72 Reduce 8.48% 1.84 $381.71–493.50 · VW $422.65i $170,478,000 SEC
2025   Q3 385,178 21.73 Reduce 4.43% 1.00 $464.89–553.72 · VW $503.54i $199,503,000 SEC
2025   Q2 403,043 22.66 $497.41 $200,478,000 SEC
2025   Q1 403,043 20.45 Add 44.74% 6.32 $344.79–462.52 · VW $422.56i $151,298,000 SEC
2024   Q4 278,458 15.19 Add 10.44% 1.44 $386.57–456.16 · VW $413.24i $117,370,000 SEC
2024   Q3 252,144 14.04 Add 10.27% 1.31 $400.80–441.85 · VW $422.04i $108,498,000 SEC
2024   Q2 228,654 11.99 $446.95 $102,197,000 SEC
2024   Q1 228,654 10.95 $420.72 $96,199,000 SEC
2023   Q4 228,654 10.23 Reduce 9.73% 0.99 $362.90–420.82 · VW $399.12i $85,983,000 SEC
2023   Q3 253,304 10.15 $315.75 $79,981,000 SEC
2023   Q2 253,304 11.12 $340.54 $86,260,000 SEC
2023   Q1 253,304 10.65 $288.30 $73,028,000 SEC
2022   Q4 253,304 10.04 Add 10.30% 0.94 $219.35–276.76 · VW $248.51i $60,747,000 SEC
2022   Q3 229,654 9.42 Reduce 11.12% 1.13 $213.43–267.45 · VW $245.34i $53,486,000 SEC
2022   Q2 258,387 10.15 Add 23.39% 1.92 $241.51–294.18 · VW $265.72i $66,362,000 SEC
2022   Q1 209,404 7.99 $308.31 $64,561,000 SEC
2021   Q4 209,404 7.94 Reduce 16.26% 1.25 $271.52–344.30 · VW $304.87i $70,427,000 SEC
2021   Q3 250,050 7.69 $281.92 $70,494,000 SEC
2021   Q2 250,050 7.35 $270.90 $67,738,000 SEC
2021   Q1 250,050 7.31 $235.77 $58,954,000 SEC
2020   Q4 250,050 6.78 Reduce 34.03% 2.30 $209.11–246.13 · VW $229.21i $55,616,000 SEC
2020   Q3 379,050 6.76 Buy 6.76 $196.25–232.86 · VW $214.39i $79,726,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$294.06
+/- since buy32.96%
52-week low$349.20
52-week high$551.05