Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$40,866,579
+$1,181,024 QoQ
Shares Held
109,556
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#1,170
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $64,661,853 across 14 Software - Infrastructure names. MSFT ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
109,556 | $40,866,579 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
50,400 | $9,615,564 | |
| 3 | CRWV |
CoreWeave, Inc.
|
25,675 | $2,555,689 | |
| 4 | PANW |
Palo Alto Networks Inc
|
6,750 | $2,301,885 | |
| 5 | ORCL |
Oracle Corp
|
14,864 | $2,178,319 | |
| 6 | TWLO |
Twilio Inc
|
10,401 | $2,146,038 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
12,954 | $1,511,343 | |
| 8 | NET |
Cloudflare, Inc.
|
4,152 | $1,018,402 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,866,579 | 109,556 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $39,685,555 | 107,209 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $50,638,399 | 104,707 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $53,896,323 | 104,057 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $51,171,053 | 102,875 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $49,420,468 | 131,651 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $54,894,895 | 130,237 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $56,559,062 | 131,441 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $59,852,862 | 133,914 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $43,635,395 | 103,716 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $50,503,676 | 134,304 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,848,893 | 129,371 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $34,107,124 | 100,156 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $29,194,987 | 101,266 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $24,311,272 | 101,373 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $22,146,228 | 95,089 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $24,576,062 | 95,690 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $28,544,573 | 92,584 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,655,429 | 61,416 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,950,440 | 60,125 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $15,894,515 | 58,673 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $13,513,157 | 57,315 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $11,595,199 | 52,132 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $10,267,679 | 48,817 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $10,234,314 | 50,289 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $12,771,671 | 80,982 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||