Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,710,123
-$1,937,760 QoQ
Shares Held
12,627
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#3,417
of 6,193 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHAKER INVESTMENTS LLC/OH holds $8,311,283 across 2 Software - Infrastructure names. MSFT ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,627 | $4,710,123 | |
| 2 | FTNT |
Fortinet, Inc.
|
23,442 | $3,601,160 |
All Filings in MSFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,710,123 | 12,627 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,647,883 | 17,959 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,214,538 | 21,121 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,486,092 | 16,384 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,998,678 | 8,039 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,472,693 | 6,587 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,506,678 | 10,692 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,629,167 | 10,758 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,826,166 | 10,798 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,550,456 | 8,439 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,177,538 | 8,450 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,073,530 | 6,567 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $920,479 | 2,703 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $779,274 | 2,703 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $648,233 | 2,703 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $3,066,827 | 13,168 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,377,314 | 13,150 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,051,193 | 13,140 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $909,072 | 2,703 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $762,029 | 2,703 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $732,242 | 2,703 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $637,286 | 2,703 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $489,324 | 2,200 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $462,726 | 2,200 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $451,792 | 2,220 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||