SHELTON CAPITAL MANAGEMENT

Position in MSFT — Microsoft Corp

CIK 1002784 Denver, CO

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$246,925,065

+$1,020,764 QoQ

Shares Held

661,962

-0.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

4.66%

of 13F equity value

Holder Rank

#458

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$292,806

PutShares

6,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $470,313,231 across 18 Software - Infrastructure names. MSFT ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	661,962	$246,925,065
2	NTAP	NetApp, Inc.	286,478	$44,335,335
3	FTNT	Fortinet, Inc.	257,480	$39,554,077
4	PLTR	Palantir Technologies Inc.	298,343	$34,807,677
5	PANW	Palo Alto Networks Inc	92,495	$31,542,644
6	AKAM	Akamai Technologies Inc	216,931	$25,643,413
7	CRWD	CrowdStrike Holdings, Inc.	119,028	$22,708,756
8	SNPS	Synopsys Inc	21,404	$9,547,682

All Filings in MSFT

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,925,065	661,962	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$245,904,301	664,301	+18.1%	Shares	Sole	2026-05-15
2026-03-31	$292,806	6,900	+155.6%	Put	Sole	2026-05-15
2025-12-31	$272,046,406	562,521	+5.9%	Shares	Sole	2026-02-17
2025-09-30	$275,098,265	531,129	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$264,982,742	532,725	-10.9%	Shares	Sole	2025-08-13
2025-03-31	$224,322,928	597,573	+14.6%	Shares	Sole	2025-05-15
2024-12-31	$219,764,199	521,386	+6.0%	Shares	Sole	2025-02-13
2024-09-30	$211,592,279	491,732	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,206,765	2,700	+29900.0%	Put	Sole	2024-08-13
2024-06-30	$219,478,820	491,059	+5.7%	Shares	Sole	2024-08-13
2024-03-31	$3,786	9	-99.1%	Put	Sole	2024-05-15
2024-03-31	$195,376,898	464,387	+2.1%	Shares	Sole	2024-05-15
2023-12-31	$376,040	1,000	-82.1%	Put	Sole	2024-02-14
2023-12-31	$171,094,439	454,990	-6.8%	Shares	Sole	2024-02-14
2023-09-30	$154,209,458	488,391	-16.5%	Shares	Sole	2023-11-14
2023-06-30	$199,247,570	585,093	+5.0%	Shares	Sole	2023-08-10
2023-03-31	$160,678,815	557,332	+1230.1%	Shares	Sole	2023-05-11
2023-03-31	$1,614,480	5,600	+21.7%	Put	Sole	2023-05-11
2022-12-31	$1,103,172	4,600	0.0%	Put	Sole	2023-02-13
2022-12-31	$10,048,458	41,900	-91.6%	Shares	Sole	2023-02-13
2022-09-30	$1,071,340	4,600	0.0%	Put	Sole	2022-11-14
2022-09-30	$116,082,716	498,423	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,181,418	4,600	0.0%	Put	Sole	2022-08-11
2022-06-30	$127,837,389	497,751	+2.3%	Shares	Sole	2022-08-11
2022-03-31	$150,076,058	486,770	+2.9%	Shares	Sole	2022-05-12
2022-03-31	$1,418,226	4,600	0.0%	Put	Sole	2022-05-12
2022-03-31	$524,127	1,700	—	Call	Sole	2022-05-12
2021-12-31	$1,547,072	4,600	—	Put	Sole	2022-02-11
2021-12-31	$159,149,987	473,210	-3.6%	Shares	Sole	2022-02-11
2021-09-30	$138,365,490	490,797	+2.5%	Shares	Sole	2021-11-15
2021-06-30	$129,693,645	478,751	-49.8%	Shares	Sole	2021-08-12
2021-03-31	$224,652,500	952,846	+86.5%	Shares	Sole	2021-05-14
2020-12-31	$113,611,913	510,799	-8.2%	Shares	Sole	2021-02-16
2020-09-30	$116,999,638	556,267	+10.0%	Shares	Sole	2020-11-09
2020-06-30	$102,890,178	505,578	+1.2%	Shares	Sole	2020-08-12
2020-03-31	$78,769,363	499,457	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.