Mairs & Power Growth Fund reported Microsoft Corp (MSFT) as the largest of its 46 stock positions for 2026 Q3, according to the NPORT-P filed with the SEC on November 3, 2026: 1.17M shares worth about $602M, 10.68% of the portfolio. MSFT ranked 2nd a quarter earlier, at 7.89% of the book.
What did the 2026 Q3 filing report for MSFT?
As of September 30, 2026, from the NPORT-P filed November 3, 2026.
| Value | |
|---|---|
| Portfolio weight | 10.68% |
| Shares | 1.17M |
| Reported value | $602M |
| Rank in portfolio | 1st of 46 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | NVDA at 9.36% |
| Next largest holding now | NVDA at 10.45% |
How did MSFT become the largest holding?
Mairs & Power Growth Fund left the MSFT share count unchanged in 2026 Q3; the move up came from prices and the rest of the book. NVDA, the largest holding a quarter earlier at 9.36%, was trimmed to 10.45%, now 2nd. The next largest holding now is NVDA at 10.45%.
Where does MSFT sit in the Mairs & Power Growth Fund portfolio?
MSFT is the largest of 46 stock positions in the Mairs & Power Growth Fund portfolio at 10.68%, above the fund's average stock position of 2%. Across the 2026 Q3 portfolio, Mairs & Power Growth Fund reported 46 stock positions, with none opened and 2 closed. The total portfolio value is about $5.63B, up 2% from the prior quarter.
How long has Mairs & Power Growth Fund held MSFT?
Mairs & Power Growth Fund first reported MSFT in the quarter ended September 30, 2019. The weight peaked at 12.17% in 2025 Q2. Last quarter the fund cut the position by 2%. Every reported trade is on the Mairs & Power Growth Fund MSFT trade history page.
Did other funds buy or sell MSFT in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 3, 2026, 4 hold MSFT. One other tracked fund sold out of it. The largest buyers of MSFT this quarter were Donald Yacktman, Richard Pzena and Paul Lountzis. The largest sellers were Lewis Sanders and Torray Fund. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
What is the largest holding in the Mairs & Power Growth Fund portfolio?
MSFT is the largest holding in the Mairs & Power Growth Fund portfolio as of 2026 Q3, at 10.68% of the reported value.
What was the largest holding of Mairs & Power Growth Fund a quarter earlier?
NVDA, at 9.36% of the book. NVDA, the largest holding a quarter earlier at 9.36%, was trimmed to 10.45%, now 2nd.
How did MSFT become the largest holding of Mairs & Power Growth Fund?
MSFT ranked 2nd a quarter earlier, at 7.89% of the book. Mairs & Power Growth Fund left the MSFT share count unchanged in 2026 Q3; the move up came from prices and the rest of the book. NVDA, the largest holding a quarter earlier at 9.36%, was trimmed to 10.45%, now 2nd.
How many MSFT shares does Mairs & Power Growth Fund hold?
Mairs & Power Growth Fund holds 1.17M shares of MSFT, worth about $602M at September 30, 2026 prices.