Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$522,303,947
-$118,473,208 QoQ
Shares Held
1,410,984
+6.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
4.57%
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, 2026&PARTNERS holds $725,466,903 across 33 Software - Infrastructure names. MSFT ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,410,984 | $522,303,947 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
464,690 | $67,974,853 | |
| 3 | ORCL |
Oracle Corp
|
323,589 | $47,603,177 | |
| 4 | PANW |
Palo Alto Networks Inc
|
274,839 | $44,062,188 | |
| 5 | NET |
Cloudflare, Inc.
|
29,658 | $6,119,631 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
61,390 | $5,991,817 | |
| 7 | SNPS |
Synopsys Inc
|
13,430 | $5,324,726 | |
| 8 | CRWV |
CoreWeave, Inc.
|
60,887 | $4,716,915 |
All Filings in MSFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||