Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$356,983,124
-$63,368,231 QoQ
Shares Held
957,008
-15.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
5.11%
of 13F equity value
Holder Rank
#383
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Allen Investment Management, LLC holds $606,065,122 across 7 Software - Infrastructure names. MSFT ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
957,008 | $356,983,124 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
522,280 | $99,643,189 | |
| 3 | NET |
Cloudflare, Inc.
|
328,347 | $80,536,952 | |
| 4 | PANW |
Palo Alto Networks Inc
|
161,489 | $55,070,978 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
99,699 | $11,631,882 | |
| 6 | ORCL |
Oracle Corp
|
13,537 | $1,983,847 | |
| 7 | RBRK |
Rubrik, Inc.
|
2,680 | $215,150 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,983,124 | 957,008 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $420,351,355 | 1,135,563 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $589,292,420 | 1,218,503 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $660,425,614 | 1,275,076 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $685,343,435 | 1,377,824 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $551,594,312 | 1,469,390 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $616,412,559 | 1,462,426 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $717,483,941 | 1,667,404 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $883,473,550 | 1,976,672 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $771,275,684 | 1,833,228 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $666,629,798 | 1,772,763 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $560,239,645 | 1,774,314 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $583,741,068 | 1,714,163 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $511,530,401 | 1,774,299 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $418,512,759 | 1,745,112 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $407,025,356 | 1,747,640 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $408,259,536 | 1,589,610 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $564,545,516 | 1,831,097 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $589,701,133 | 1,753,393 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $391,870,209 | 1,390,005 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $366,012,719 | 1,351,099 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $310,599,625 | 1,317,384 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $303,428,922 | 1,364,216 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $290,967,156 | 1,383,384 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $288,938,410 | 1,419,775 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $209,207,361 | 1,326,532 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||