Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$40,652,465
+$2,108,884 QoQ
Shares Held
108,982
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#1,170
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWIN CAPITAL MANAGEMENT INC holds $56,869,042 across 8 Software - Infrastructure names. MSFT ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
108,982 | $40,652,465 | |
| 2 | ORCL |
Oracle Corp
|
30,754 | $4,506,998 | |
| 3 | FTNT |
Fortinet, Inc.
|
28,106 | $4,317,643 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
26,574 | $3,100,388 | |
| 5 | SNPS |
Synopsys Inc
|
3,534 | $1,576,411 | |
| 6 | MDB |
MongoDB, Inc.
|
3,707 | $1,245,181 | |
| 7 | GEN |
Gen Digital Inc.
|
30,444 | $757,751 | |
| 8 | NTAP |
NetApp, Inc.
|
4,602 | $712,205 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,652,465 | 108,982 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $38,543,581 | 104,124 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $50,261,659 | 103,928 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $54,537,545 | 105,295 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $65,645,187 | 131,974 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $49,117,904 | 130,845 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $55,626,619 | 131,973 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $54,878,740 | 127,536 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,900,584 | 129,546 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $53,136,936 | 126,300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $49,328,927 | 131,180 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $42,111,577 | 133,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,755,443 | 149,044 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $45,370,347 | 157,372 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $42,284,103 | 176,316 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $41,762,230 | 179,314 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $45,426,806 | 176,875 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $55,142,785 | 178,855 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $61,453,399 | 182,723 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $54,497,955 | 193,310 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $55,695,143 | 205,593 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $48,773,032 | 206,867 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $55,457,535 | 249,337 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $56,165,681 | 267,036 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $58,832,909 | 289,091 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $48,925,111 | 310,222 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||