Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$736,885,716
+$24,559,442 QoQ
Shares Held
1,975,459
+2.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#248
of 6,233 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $845,460,465 across 8 Software - Infrastructure names. MSFT ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,975,459 | $736,885,716 | |
| 2 | KSPI |
Joint Stock Co Kaspi.kz
|
656,410 | $56,871,361 | |
| 3 | PAYP |
PayPay Corp
|
1,528,475 | $21,903,046 | |
| 4 | ACIW |
Aci Worldwide, Inc.
|
346,593 | $17,430,161 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
42,872 | $6,732,190 | |
| 6 | RBRK |
Rubrik, Inc.
|
44,268 | $3,553,835 | |
| 7 | TOST |
Toast, Inc.
|
66,440 | $1,848,360 | |
| 8 | GDDY |
GoDaddy Inc.
|
2,778 | $235,796 |
All Filings in MSFT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,885,716 | 1,975,459 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $712,326,274 | 1,924,322 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $939,657,216 | 1,942,966 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,012,514,039 | 1,954,849 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $989,106,251 | 1,988,513 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $719,714,600 | 1,917,245 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $804,525,480 | 1,908,720 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $826,058,958 | 1,919,728 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $866,590,908 | 1,938,899 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $830,765,071 | 1,974,627 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $737,767,541 | 1,961,939 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $615,566,623 | 1,949,538 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $653,472,081 | 1,918,929 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $421,281,258 | 1,461,260 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $363,426,345 | 1,515,413 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $326,206,959 | 1,400,631 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $323,994,126 | 1,261,512 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $401,977,352 | 1,303,809 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||