Position
Select Equity Group, L.P. in Microsoft Corp
Back to the book · All holders of MSFT
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$23.8M$483.62 → $370.17
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 212.4K | $102.7M | — | — | — | 0.4% |
| Q1 2026 | 209.6K | $77.6M | $370.17 | −$23.8M | −$1.35M | 0.4% |