Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,778,479
-$239,460 QoQ
Shares Held
31,576
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#2,242
of 6,179 holders
Holding Since
Jun 2020
25 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, 2026KNIGHTSBRIDGE ASSET MANAGEMENT, LLC holds $23,983,126 across 14 Software - Infrastructure names. MSFT ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
31,576 | $11,778,479 | |
| 2 | CPAY |
Corpay, Inc.
|
24,054 | $8,016,476 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
8,759 | $1,021,912 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,688 | $566,550 | |
| 5 | VRSN |
Verisign Inc/Ca
|
1,973 | $496,327 | |
| 6 | ORCL |
Oracle Corp
|
2,777 | $406,969 | |
| 7 | SNPS |
Synopsys Inc
|
733 | $326,969 | |
| 8 | RBRK |
Rubrik, Inc.
|
3,634 | $291,737 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,778,479 | 31,576 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,017,939 | 32,466 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,120,736 | 29,198 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $15,582,007 | 30,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,580,081 | 29,312 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,364,659 | 11,627 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,548,406 | 10,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,553,004 | 10,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,602,244 | 10,297 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,258,107 | 10,121 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,805,900 | 10,121 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,161,289 | 10,012 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,378,156 | 9,920 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,745,530 | 19,929 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,189,895 | 17,471 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,198,721 | 18,028 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,666,601 | 18,170 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,784,655 | 9,032 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,692,914 | 8,007 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,273,120 | 8,063 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,042,044 | 7,538 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,777,234 | 7,538 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,593,639 | 7,165 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,507,014 | 7,165 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,449,805 | 7,124 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||