David Tepper - Appaloosa
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    31
Portfolio value:    $5,933,477,986
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 90,000 0.56 Reduce 82.00% 2.89 $356.28–450.33 · VW $418.95i $33,315,300 SEC
2025   Q4 500,000 3.53 Add 8.11% 0.26 $381.71–493.50 · VW $422.65i $241,810,000 SEC
2025   Q3 462,500 3.24 Reduce 7.50% 0.29 $464.89–553.72 · VW $503.54i $239,551,875 SEC
2025   Q2 500,000 3.86 Reduce 1.96% 0.07 $456.89–555.45 · VW $506.34i $248,705,000 SEC
2025   Q1 510,000 3.44 Reduce 47.42% 3.00 $344.79–462.52 · VW $422.56i $191,448,900 SEC
2024   Q4 970,000 6.33 $421.50 $408,855,000 SEC
2024   Q3 970,000 6.20 Reduce 17.89% 1.53 $400.80–441.85 · VW $422.04i $417,391,000 SEC
2024   Q2 1,181,356 8.55 Reduce 15.62% 1.37 $385.58–468.35 · VW $423.69i $528,007,064 SEC
2024   Q1 1,400,000 8.80 Reduce 17.65% 1.99 $388.03–433.60 · VW $412.25i $589,008,000 SEC
2023   Q4 1,700,000 11.30 Add 3.98% 0.43 $362.90–420.82 · VW $399.12i $639,268,000 SEC
2023   Q3 1,635,000 10.19 Add 31.85% 2.46 $309.45–384.30 · VW $357.55i $516,251,250 SEC
2023   Q2 1,240,000 7.84 Add 376.92% 6.20 $311.55–366.78 · VW $335.36i $422,269,600 SEC
2023   Q1 260,000 4.05 Add 10.64% 0.39 $245.61–335.94 · VW $303.31i $74,958,000 SEC
2022   Q4 235,000 4.18 $239.82 $56,357,700 SEC
2022   Q3 235,000 4.02 Reduce 6.00% 0.24 $213.43–267.45 · VW $245.34i $54,732,000 SEC
2022   Q2 250,000 4.03 Reduce 31.69% 1.44 $241.51–294.18 · VW $265.72i $64,208,000 SEC
2022   Q1 366,000 4.53 Add 23.03% 0.85 $246.44–315.95 · VW $278.09i $112,841,000 SEC
2021   Q4 297,500 2.58 $336.32 $100,055,000 SEC
2021   Q3 297,500 2.01 Reduce 4.80% 0.08 $280.25–349.67 · VW $320.17i $83,871,000 SEC
2021   Q2 312,500 1.76 Reduce 32.07% 0.50 $243.00–305.84 · VW $283.57i $84,656,000 SEC
2021   Q1 460,000 1.56 Reduce 16.36% 0.30 $224.26–263.19 · VW $245.71i $108,454,000 SEC
2020   Q4 550,000 1.83 Add 81.82% 0.82 $209.11–246.13 · VW $229.21i $122,331,000 SEC
2020   Q3 302,500 1.13 Add 9.01% 0.09 $196.25–232.86 · VW $214.39i $63,625,000 SEC
2020   Q2 277,500 0.98 Add 208.33% 0.66 $181.35–231.15 · VW $212.68i $56,474,000 SEC
2020   Q1 90,000 0.43 Buy 0.43 $132.52–187.51 · VW $167.76i $14,194,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.71 $30.95–38.29 · VW $35.79i SEC
2013   Q2 1,400,000 0.71 Buy 0.71 $30.84–36.43 · VW $33.56i $48,342,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$331.61
+/- since buy17.91%
52-week low$349.20
52-week high$551.05