SAWGRASS ASSET MANAGEMENT LLC

Position in MSFT — Microsoft Corp

CIK 1105467 PONTE VEDRA BEACH, FL

Position in MSFT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$34,796,720

-$11,921,939 QoQ

Shares Held

94,002

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 97.23303759494479.ToString("F0")% Shared 0.ToString("F0")% None 2.7669624050552115.ToString("F0")%

Technology · as of Mar 31, 2026

SAWGRASS ASSET MANAGEMENT LLC holds $58,694,333 across 6 Software - Infrastructure names. MSFT ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	94,002	$34,796,720
2	FTNT	Fortinet, Inc.	133,479	$10,907,903
3	VRSN	Verisign Inc/Ca	41,659	$10,346,429
4	ORCL	Oracle Corp	15,264	$2,245,487
5	AKAM	Akamai Technologies Inc	3,107	$356,838
6	RXT	Rackspace Technology, Inc.	41,792	$40,956

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,796,720	94,002	-2.7%	Shares	Sole	2026-05-01
2025-12-31	$46,718,659	96,602	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$49,444,542	95,462	-13.8%	Shares	Sole	2025-10-31
2025-06-30	$55,092,136	110,758	-14.2%	Shares	Sole	2025-08-08
2025-03-31	$48,455,716	129,081	-5.1%	Shares	Sole	2025-04-22
2024-12-31	$57,305,875	135,957	-6.9%	Shares	Sole	2025-01-29
2024-09-30	$62,861,666	146,088	-3.0%	Shares	Sole	2024-11-06
2024-06-30	$67,308,882	150,596	-3.8%	Shares	Sole	2024-07-18
2024-03-31	$65,834,265	156,480	+3.6%	Shares	Sole	2024-05-13
2023-12-31	$56,780,535	150,996	-4.3%	Shares	Sole	2024-02-06
2023-09-30	$49,825,350	157,800	+4.1%	Shares	Sole	2023-11-13
2023-06-30	$51,601,345	151,528	-4.6%	Shares	Sole	2023-07-13
2023-03-31	$45,799,338	158,860	-3.0%	Shares	Sole	2023-05-09
2022-12-31	$39,267,886	163,739	-3.7%	Shares	Sole	2023-02-09
2022-09-30	$39,608,837	170,068	-5.0%	Shares	Sole	2022-11-09
2022-06-30	$45,996,455	179,093	-5.2%	Shares	Sole	2022-08-04
2022-03-31	$58,244,691	188,916	-9.6%	Shares	Sole	2022-05-18
2021-09-30	$58,915,641	208,980	-17.2%	Shares	Sole	2021-11-04
2021-06-30	$68,365,407	252,364	-6.2%	Shares	Sole	2021-08-05
2021-03-31	$63,440,048	269,076	-24.1%	Shares	Sole	2021-04-29
2020-12-31	$78,864,793	354,576	-1.8%	Shares	Sole	2021-01-22
2020-09-30	$75,979,819	361,241	-15.2%	Shares	Sole	2020-11-02
2020-06-30	$86,733,519	426,188	-20.8%	Shares	Sole	2020-07-27
2020-03-31	$84,905,701	538,366	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.