John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
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 1,867,537 16.75 Reduce 10.32% 2.04 $356.28–450.33 · VW $418.95i $691,306,171 SEC
2025   Q4 2,082,357 19.75 Reduce 18.95% 4.61 $381.71–493.50 · VW $422.65i $1,007,069,492 SEC
2025   Q3 2,569,267 24.33 Reduce 0.36% 0.09 $464.89–553.72 · VW $503.54i $1,330,751,843 SEC
2025   Q2 2,578,649 23.42 $497.41 $1,282,645,799 SEC
2025   Q1 2,578,649 19.46 Add 36.32% 5.18 $344.79–462.52 · VW $422.56i $967,999,048 SEC
2024   Q4 1,891,641 16.13 Reduce 2.23% 0.37 $386.57–456.16 · VW $413.24i $797,326,682 SEC
2024   Q3 1,934,816 16.40 $430.30 $832,551,325 SEC
2024   Q2 1,934,816 17.80 Add 10.30% 1.66 $385.58–468.35 · VW $423.69i $864,766,011 SEC
2024   Q1 1,754,186 15.86 Reduce 11.88% 1.98 $388.03–433.60 · VW $412.25i $738,021,134 SEC
2023   Q4 1,990,714 16.70 Reduce 9.98% 1.75 $362.90–420.82 · VW $399.12i $748,588,093 SEC
2023   Q3 2,211,512 17.49 Reduce 2.66% 0.50 $309.45–384.30 · VW $357.55i $698,284,914 SEC
2023   Q2 2,272,041 18.58 Reduce 2.57% 0.47 $311.55–366.78 · VW $335.36i $773,720,842 SEC
2023   Q1 2,331,929 18.42 Reduce 8.91% 1.72 $245.61–335.94 · VW $303.31i $672,295,131 SEC
2022   Q4 2,560,129 19.30 Reduce 9.17% 1.97 $219.35–276.76 · VW $248.51i $613,970,137 SEC
2022   Q3 2,818,509 21.49 Add 3.17% 0.66 $213.43–267.45 · VW $245.34i $656,431,000 SEC
2022   Q2 2,732,009 21.65 Add 3.67% 0.77 $241.51–294.18 · VW $265.72i $701,662,000 SEC
2022   Q1 2,635,309 20.72 Add 53.20% 7.20 $246.44–315.95 · VW $278.09i $812,492,000 SEC
2021   Q4 1,720,176 15.25 $336.32 $578,530,000 SEC
2021   Q3 1,720,176 13.08 Add 108.93% 6.82 $280.25–349.67 · VW $320.17i $484,952,000 SEC
2021   Q2 823,333 6.17 Buy 6.17 $243.00–305.84 · VW $283.57i $223,041,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$320.11
+/- since buy22.14%
52-week low$349.20
52-week high$551.05