Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$488,368,974
-$78,037,027 QoQ
Shares Held
1,309,230
-14.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#313
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SANDS CAPITAL MANAGEMENT, LLC holds $2,236,021,602 across 9 Software - Infrastructure names. MSFT ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
3,239,504 | $794,585,541 | |
| 2 | MSFT |
Microsoft Corp
This page
|
1,309,230 | $488,368,974 | |
| 3 | XYZ |
Block, Inc.
|
5,632,505 | $428,070,380 | |
| 4 | IOT |
Samsara Inc.
|
11,348,732 | $368,039,378 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
1,531,017 | $132,647,312 | |
| 6 | PANW |
Palo Alto Networks Inc
|
31,312 | $10,678,018 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
40,080 | $7,646,662 | |
| 8 | GTLB |
Gitlab Inc.
|
127,475 | $3,891,811 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,368,974 | 1,309,230 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $566,406,001 | 1,530,124 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,194,913,303 | 2,470,769 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,484,257,202 | 2,865,638 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,469,719,710 | 2,954,745 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $994,125,816 | 2,648,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,181,847,222 | 2,803,908 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,309,643,437 | 3,043,559 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,429,981,662 | 3,199,422 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,419,088,560 | 3,373,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,306,031,668 | 3,473,119 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,305,878,850 | 4,135,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,297,015,719 | 3,808,703 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $475,257,360 | 1,648,482 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $121,218,937 | 505,458 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $116,441,848 | 499,965 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $113,602,843 | 442,327 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $141,986,004 | 460,530 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $144,903,135 | 430,849 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $134,434,115 | 476,852 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $128,023,276 | 472,585 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $98,988,034 | 419,850 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $79,341,439 | 356,719 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $872,808,293 | 4,149,709 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $913,609,913 | 4,489,263 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $731,037,105 | 4,635,325 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||