Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$782,824,621
-$270,637,739 QoQ
Shares Held
2,098,613
-26.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
6.81%
of 13F equity value
Holder Rank
#235
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,355,870,904 across 10 Software - Infrastructure names. MSFT ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,098,613 | $782,824,621 | |
| 2 | ORCL |
Oracle Corp
|
3,574,259 | $523,807,656 | |
| 3 | SNPS |
Synopsys Inc
|
41,267 | $18,407,970 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
101,350 | $15,914,990 | |
| 5 | DLO |
dLocal Ltd
|
456,087 | $5,926,850 | |
| 6 | RXT |
Rackspace Technology, Inc.
|
709,189 | $4,631,004 | |
| 7 | FIVN |
Five9, Inc.
|
117,256 | $2,499,897 | |
| 8 | TWLO |
Twilio Inc
|
5,572 | $1,149,670 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,824,621 | 2,098,613 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,053,462,360 | 2,845,888 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,890,946,945 | 3,909,985 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,600,190,836 | 5,020,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,699,007,841 | 5,426,123 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,230,231,781 | 5,941,106 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,702,186,763 | 6,410,882 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,017,463,689 | 7,012,465 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $4,016,091,125 | 8,985,549 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,066,415,307 | 9,665,372 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,743,949,002 | 9,956,252 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $2,258,047,287 | 7,151,377 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,528,169,300 | 7,424,001 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,664,258,141 | 9,241,270 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,276,898,804 | 9,494,199 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,235,957,381 | 9,600,504 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,431,942,275 | 9,469,074 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,018,694,657 | 9,791,102 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,418,101,213 | 10,163,241 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,830,581,110 | 10,040,370 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,344,147,252 | 16,035,981 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,626,689,114 | 15,382,318 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,371,503,303 | 15,158,274 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,096,793,124 | 14,723,497 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,593,569,811 | 17,657,952 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,530,942,381 | 16,048,078 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||