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Two Point Capital Management, Inc. → MSFT

Two Point Capital Management, Inc. MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$23.4M
Q3 2026
Peak value
$23.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$22.9M
Q1 2026$17.3M
Q2 2026$17.5M
Q3 2026$23.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$23.4M45.7K——
Q2 2026$17.5M46.8K——
Q1 2026$17.3M46.8K——
Q4 2025$22.9M47.3K——

Other funds holding MSFT

Other Two Point Capital Management, Inc. positions

GOOGN

ALPHABET INC

$24.4M
GOOGN

ALPHABET INC

$22.7M
DNP

D R HORTON INC

$21.3M
GOOGN

ALPHABET INC

$21.1M
CMI

CUMMINS INC

$19.7M
CMI

CUMMINS INC

$19.6M
DNP

D R HORTON INC

$19.3M
AAPL

APPLE INC

$18.3M