Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$50,703,665
-$16,021,386 QoQ
Shares Held
136,974
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026BOSTON FAMILY OFFICE LLC holds $86,100,925 across 8 Software - Infrastructure names. MSFT ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
136,974 | $50,703,665 | |
| 2 | PANW |
Palo Alto Networks Inc
|
137,689 | $22,074,300 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
39,985 | $5,849,005 | |
| 4 | SNPS |
Synopsys Inc
|
7,108 | $2,818,179 | |
| 5 | NN |
Nextnav Inc.
|
125,000 | $2,002,500 | |
| 6 | ORCL |
Oracle Corp
|
13,075 | $1,923,463 | |
| 7 | INFQ |
Infleqtion, Inc.
|
42,000 | $412,020 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
3,256 | $317,793 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,703,665 | 136,974 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $66,725,051 | 137,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,289,245 | 139,568 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,677,192 | 140,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $51,950,597 | 138,391 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,032,322 | 135,308 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $57,996,694 | 134,782 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,529,991 | 135,429 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $56,719,366 | 134,815 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $52,292,498 | 139,061 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $46,025,298 | 145,765 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,256,212 | 147,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,723,001 | 151,658 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $37,349,566 | 155,740 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $36,250,419 | 155,648 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $40,212,129 | 156,571 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $47,161,564 | 152,968 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $49,910,896 | 148,403 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $42,654,214 | 151,299 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $40,301,251 | 148,768 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $35,117,941 | 148,950 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $33,497,786 | 150,606 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,623,325 | 150,351 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $30,887,933 | 151,776 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $23,973,497 | 152,010 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||