Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,549,445
-$1,996,555 QoQ
Shares Held
30,962
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.65%
of 13F equity value
Holder Rank
#2,264
of 6,189 holders
Holding Since
Dec 2020
23 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, 2026MCDONALD PARTNERS LLC holds $17,166,640 across 15 Software - Infrastructure names. MSFT ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
30,962 | $11,549,445 | |
| 2 | ORCL |
Oracle Corp
|
27,487 | $4,028,219 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,995 | $699,436 | |
| 4 | GDDY |
GoDaddy Inc.
|
5,275 | $447,742 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,016 | $193,837 | |
| 6 | PANW |
Palo Alto Networks Inc
|
270 | $92,075 | |
| 7 | CRWV |
CoreWeave, Inc.
|
600 | $59,724 | |
| 8 | TWLO |
Twilio Inc
|
125 | $25,791 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,549,445 | 30,962 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,546,000 | 36,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,383,342 | 29,741 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,531,410 | 31,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,491,387 | 45,217 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,999,160 | 45,284 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,367,082 | 45,948 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,303,705 | 47,185 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $21,082,631 | 47,170 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $19,805,814 | 47,076 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,984,489 | 47,826 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,024,963 | 47,585 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $16,114,352 | 47,320 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $13,948,818 | 48,383 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $11,670,840 | 48,665 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $11,248,371 | 48,297 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $16,296,633 | 63,453 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $19,602,349 | 63,580 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,735 | 23 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $17,502,721 | 62,084 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $16,788,485 | 61,973 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $14,246,638 | 60,426 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $13,347,201 | 60,009 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||