Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$316,257,173
-$254,498,695 QoQ
Shares Held
847,829
-45.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
5.54%
of 13F equity value
Holder Rank
#410
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $464,039,113 across 11 Software - Infrastructure names. MSFT ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
847,829 | $316,257,173 | |
| 2 | ORCL |
Oracle Corp
|
715,341 | $104,833,223 | |
| 3 | NTAP |
NetApp, Inc.
|
262,656 | $40,648,642 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,462 | $520,581 | |
| 5 | MDB |
MongoDB, Inc.
|
1,002 | $336,571 | |
| 6 | PANW |
Palo Alto Networks Inc
|
831 | $283,387 | |
| 7 | SNPS |
Synopsys Inc
|
615 | $274,333 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,356 | $258,704 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,257,173 | 847,829 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $570,755,868 | 1,541,875 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $796,281,297 | 1,646,502 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $855,352,989 | 1,651,420 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $687,660,869 | 1,382,483 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $551,038,734 | 1,467,910 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $693,775,090 | 1,645,967 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $744,705,579 | 1,730,666 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $821,343,030 | 1,837,662 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $883,147,235 | 2,099,133 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $810,392,522 | 2,155,070 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $724,412,595 | 2,294,260 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $809,854,519 | 2,378,148 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $728,703,043 | 2,527,586 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $656,591,666 | 2,737,852 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $665,127,465 | 2,855,850 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $779,490,607 | 3,035,045 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,036,207,095 | 3,360,926 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,286,717,271 | 3,825,872 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,144,022,902 | 4,057,970 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,105,563,759 | 4,081,077 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $957,788,275 | 4,062,384 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $915,172,445 | 4,114,614 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $944,525,565 | 4,490,684 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $967,570,182 | 4,754,411 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $757,952,052 | 4,805,986 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||