STEEL GROVE CAPITAL ADVISORS, LLC

Position in MSFT — Microsoft Corp

CIK 1166308 MEMPHIS, TN

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,351,211

-$260,167 QoQ

Shares Held

8,984

-7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#3,861

of 6,193 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $5,718,488 across 7 Software - Infrastructure names. MSFT ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,984	$3,351,211
2	FTNT	Fortinet, Inc.	3,292	$505,717
3	ORCL	Oracle Corp	2,928	$429,098
4	NN	Nextnav Inc.	23,871	$425,619
5	OKTA	Okta, Inc.	2,738	$373,600
6	PLTR	Palantir Technologies Inc.	2,835	$330,759
7	PANW	Palo Alto Networks Inc	887	$302,484

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,351,211	8,984	-7.9%	Shares	Sole	2026-07-28
2026-03-31	$3,611,378	9,756	+3.3%	Shares	Sole	2026-05-07
2025-12-31	$4,569,241	9,448	-4.4%	Shares	Sole	2026-02-09
2025-09-30	$5,119,417	9,884	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,916,400	9,884	+0.4%	Shares	Sole	2025-07-30
2025-03-31	$3,695,339	9,844	-14.6%	Shares	Sole	2025-04-21
2024-12-31	$4,858,209	11,526	-4.3%	Shares	Sole	2025-02-14
2024-09-30	$5,179,951	12,038	-1.3%	Shares	Sole	2024-11-07
2024-06-30	$5,449,661	12,193	-21.4%	Shares	Sole	2024-08-14
2024-03-31	$6,530,415	15,522	+14.4%	Shares	Sole	2024-05-15
2023-12-31	$5,102,862	13,570	-13.6%	Shares	Sole	2024-01-18
2023-09-30	$4,956,959	15,699	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$5,320,256	15,623	+15.6%	Shares	Sole	2023-07-13
2023-03-31	$3,896,374	13,515	+3.2%	Shares	Sole	2023-04-14
2022-12-31	$3,139,483	13,091	+53.6%	Shares	Sole	2023-02-15
2022-09-30	$1,985,006	8,523	+3.9%	Shares	Sole	2022-10-31
2022-06-30	$2,107,033	8,204	+17.8%	Shares	Sole	2022-07-20
2022-03-31	$2,147,687	6,966	+3.3%	Shares	Sole	2022-05-05
2021-12-31	$2,267,805	6,743	+1.9%	Shares	Sole	2022-03-08
2021-09-30	$1,864,900	6,615	+36.1%	Shares	Sole	2021-10-19
2021-06-30	$1,316,844	4,861	+7.1%	Shares	Sole	2021-07-29
2021-03-31	$1,069,924	4,538	+21.4%	Shares	Sole	2021-05-17
2020-12-31	$831,405	3,738	+5.2%	Shares	Sole	2021-02-16
2020-09-30	$747,092	3,552	+9.3%	Shares	Sole	2020-11-16
2020-06-30	$661,203	3,249	-8.4%	Shares	Sole	2020-08-14
2020-03-31	$559,239	3,546	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.