Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$567,439,143
+$45,135,196 QoQ
Shares Held
1,521,203
+7.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
3.71%
of 13F equity value
Holder Rank
#290
of 6,223 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, 2026&PARTNERS holds $845,354,774 across 38 Software - Infrastructure names. MSFT ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,521,203 | $567,439,143 | |
| 2 | PANW |
Palo Alto Networks Inc
|
213,317 | $72,745,363 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
450,237 | $52,529,150 | |
| 4 | ORCL |
Oracle Corp
|
357,315 | $52,364,513 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
252,612 | $48,194,580 | |
| 6 | NET |
Cloudflare, Inc.
|
32,877 | $8,064,070 | |
| 7 | SNPS |
Synopsys Inc
|
14,965 | $6,675,437 | |
| 8 | FTNT |
Fortinet, Inc.
|
34,371 | $5,280,073 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,439,143 | 1,521,203 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $522,303,947 | 1,410,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $640,777,155 | 1,324,960 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $565,577,056 | 1,091,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $500,200,967 | 1,005,611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $293,971,662 | 783,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $292,003,398 | 692,772 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $189,454,205 | 440,284 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $86,679,248 | 193,935 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $15,092,909 | 35,874 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,965,655 | 21,183 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,737,236 | 8,669 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $2,809,455 | 8,250 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $2,220,198 | 7,701 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,792,894 | 7,476 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,777,958 | 7,634 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,811,935 | 7,055 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,850,784 | 6,003 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,825,544 | 5,428 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,422,850 | 5,047 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,337,162 | 4,936 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,143,484 | 4,850 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $888,567 | 3,995 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $783,479 | 3,725 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $595,877 | 2,928 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $359,263 | 2,278 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||