Sarah Ketterer - Causeway Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    107
Portfolio value:    $8,146,199,181
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 772 <0.01 Reduce 20.00% <0.01 $356.28–450.33 · VW $418.95i $285,771 SEC
2025   Q4 965 0.01 Add 2.66% <0.01 $381.71–493.50 · VW $422.65i $466,693 SEC
2025   Q3 940 0.01 $517.95 $486,873 SEC
2025   Q2 940 0.01 $497.41 $467,565 SEC
2025   Q1 940 0.01 $375.39 $352,867 SEC
2024   Q4 940 0.01 $421.50 $396,210 SEC
2024   Q3 940 0.01 $430.30 $404,482 SEC
2024   Q2 940 0.01 Reduce 2.59% <0.01 $385.58–468.35 · VW $423.69i $420,133 SEC
2024   Q1 965 0.01 Buy 0.01 $388.03–433.60 · VW $412.25i $405,995 SEC
2022   Q3 0 0.00 Sell 100.00% 0.01 $213.43–267.45 · VW $245.34i SEC
2022   Q2 941 0.01 Reduce 1.77% <0.01 $241.51–294.18 · VW $265.72i $242,000 SEC
2022   Q1 958 0.01 Buy 0.01 $246.44–315.95 · VW $278.09i $295,000 SEC
2020   Q3 0 0.00 Sell 100.00% 1.73 $196.25–232.86 · VW $214.39i SEC
2020   Q2 465,322 1.73 Reduce 51.50% 1.26 $181.35–231.15 · VW $212.68i $94,698,000 SEC
2020   Q1 959,402 2.45 Reduce 29.12% 0.67 $132.52–187.51 · VW $167.76i $151,307,000 SEC
2019   Q4 1,353,498 2.31 Reduce 4.99% 0.12 $146.65–190.70 · VW $166.45i $213,447,000 SEC
2019   Q3 1,424,544 2.38 Reduce 1.16% 0.02 $133.22–152.50 · VW $145.70i $198,054,000 SEC
2019   Q2 1,441,196 2.12 Reduce 13.40% 0.27 $119.01–141.68 · VW $132.85i $193,063,000 SEC
2019   Q1 1,664,158 1.99 Reduce 22.52% 0.60 $108.80–131.37 · VW $121.28i $196,271,000 SEC
2018   Q4 2,147,760 2.65 Add 3.67% 0.09 $93.96–113.42 · VW $106.47i $218,148,000 SEC
2018   Q3 2,071,735 2.55 Reduce 15.70% 0.43 $99.35–116.18 · VW $108.81i $236,944,000 SEC
2018   Q2 2,457,672 2.71 Reduce 24.62% 0.88 $97.26–112.78 · VW $107.46i $242,351,000 SEC
2018   Q1 3,260,513 3.56 Reduce 8.76% 0.32 $87.08–99.99 · VW $95.30i $297,587,000 SEC
2017   Q4 3,573,408 3.65 Reduce 3.95% 0.14 $80.70–96.07 · VW $90.18i $305,669,000 SEC
2017   Q3 3,720,459 3.50 Reduce 8.20% 0.32 $72.92–86.20 · VW $81.10i $277,137,000 SEC
2017   Q2 4,052,964 3.86 Add 0.79% 0.03 $68.02–74.96 · VW $72.58i $279,371,000 SEC
2017   Q1 4,021,170 4.57 Add 13.36% 0.54 $63.62–70.74 · VW $68.07i $304,041,000 SEC
2016   Q4 3,547,271 4.57 Reduce 4.53% 0.20 $58.80–65.91 · VW $62.90i $259,406,000 SEC
2016   Q3 3,715,639 4.45 Reduce 9.38% 0.49 $55.61–61.41 · VW $59.09i $240,713,000 SEC
2016   Q2 4,100,271 5.17 Add 7.24% 0.35 $48.04–58.70 · VW $54.73i $240,014,000 SEC
2016   Q1 3,823,461 5.70 Reduce 1.34% 0.07 $49.35–56.77 · VW $53.04i $245,372,000 SEC
2015   Q4 3,875,456 5.47 Reduce 0.85% 0.04 $48.19–56.85 · VW $51.97i $257,675,000 SEC
2015   Q3 3,908,634 4.29 Add 30.51% 1.00 $41.66–54.98 · VW $50.33i $213,365,000 SEC
2015   Q2 2,994,891 3.89 Add 4.92% 0.18 $39.72–48.41 · VW $43.88i $154,506,000 SEC
2015   Q1 2,854,344 4.09 Reduce 11.64% 0.57 $40.12–49.54 · VW $45.51i $155,482,000 SEC
2014   Q4 3,230,385 4.93 Add 3.61% 0.17 $40.23–49.06 · VW $44.38i $168,742,000 SEC
2014   Q3 3,117,733 5.52 Reduce 0.97% 0.05 $42.10–50.05 · VW $46.65i $157,457,000 SEC
2014   Q2 3,148,133 5.63 Add 15.84% 0.77 $39.86–45.71 · VW $43.67i $136,185,000 SEC
2014   Q1 2,717,633 5.34 Add 28.17% 1.17 $37.49–41.66 · VW $40.03i $117,151,000 SEC
2013   Q4 2,120,352 4.76 Add 4.05% 0.19 $34.63–38.98 · VW $37.31i $82,840,000 SEC
2013   Q3 2,037,757 5.76 Add 56.83% 2.09 $30.95–38.29 · VW $35.79i $70,106,000 SEC
2013   Q2 1,299,357 5.14 Reduce 0.44% 0.02 $30.84–36.43 · VW $33.56i $47,679,000 SEC
2013   Q1 1,305,057 4.50 Add 18.28% 0.70 $27.52–35.28 · VW $32.57i $36,307,000 SEC
2012   Q4 1,103,357 3.78 Add 74.76% 1.62 $26.26–28.23 · VW $27.43i $28,802,000 SEC
2012   Q3 631,357 4.64 Add 14.45% 0.59 $26.34–31.61 · VW $28.19i $18,245,000 SEC
2012   Q2 551,657 3.72 Add 5.15% 0.18 $28.32–31.14 · VW $30.09i $16,534,000 SEC
2012   Q1 524,657 3.60 Add 667.52% 3.13 $28.64–32.95 · VW $30.26i $16,410,000 SEC
2011   Q4 68,357 0.72 Buy 0.72 $25.16–32.00 · VW $29.63i $1,775,000 SEC
2009   Q3 0 0.00 Sell 100.00% 0.99 $23.76–30.14 · VW $27.77i SEC
2009   Q2 27,157 0.99 Add 15.28% 0.13 $20.86–25.72 · VW $23.74i $646,000 SEC
2009   Q1 23,557 0.74 Reduce 19.74% 0.51 $14.87–21.20 · VW $18.99i $433,000 SEC
2008   Q4 29,351 2.61 Buy 2.61 $16.10–21.25 · VW $17.83i $571,000 SEC
2007   Q2 0 0.00 Sell 100.00% 0.30 $27.51–31.84 · VW $29.36i SEC
2007   Q1 26,600 0.30 Buy 0.30 $26.60–31.16 · VW $29.48i $741,000 SEC
2006   Q4 0 0.00 Sell 100.00% 0.32 $27.79–31.48 · VW $29.15i SEC
2006   Q3 26,600 0.32 Buy 0.32 $25.39–30.00 · VW $28.25i $727,000 SEC
Price snapshot:
Current price$390.99
Avg. buy price$422.35
+/- since buy-7.43%
52-week low$349.20
52-week high$551.05