Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$82,741,804
+$3,354,406 QoQ
Shares Held
221,816
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#816
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, 2026SUMMITRY LLC holds $85,328,158 across 8 Software - Infrastructure names. MSFT ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
221,816 | $82,741,804 | |
| 2 | ORCL |
Oracle Corp
|
5,107 | $748,430 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,371 | $467,538 | |
| 4 | CPAY |
Corpay, Inc.
|
1,378 | $459,246 | |
| 5 | XYZ |
Block, Inc.
|
4,236 | $321,936 | |
| 6 | SNPS |
Synopsys Inc
|
595 | $265,411 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,149 | $250,723 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,532 | $73,070 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,741,804 | 221,816 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $79,387,398 | 214,462 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $74,680,600 | 154,420 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $78,810,754 | 152,159 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $76,156,952 | 153,107 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $56,065,998 | 149,354 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,593,356 | 141,384 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $59,799,221 | 138,971 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $63,089,227 | 141,155 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $58,818,338 | 139,804 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $52,343,639 | 139,197 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $53,335,227 | 168,916 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $69,484,122 | 204,041 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $72,323,226 | 250,861 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,326,481 | 251,549 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $58,686,840 | 251,983 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $64,403,718 | 250,764 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $79,830,091 | 258,928 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $88,432,317 | 262,941 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $75,027,933 | 266,132 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $72,308,357 | 266,919 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $62,268,035 | 264,105 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $51,923,504 | 233,448 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $53,571,681 | 254,703 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $58,459,875 | 287,258 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $50,345,921 | 319,231 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||