Position in MSFT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$18,113,478
-$7,899,108 QoQ
Shares Held
48,559
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#1,786
of 6,179 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$21,187,386
PutShares
56,441
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $43,109,265 across 41 Software - Infrastructure names. MSFT ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
48,559 | $18,113,478 | |
| 2 | FTNT |
Fortinet, Inc.
|
56,540 | $8,685,674 | |
| 3 | OKTA |
Okta, Inc.
|
37,982 | $5,182,643 | |
| 4 | SNPS |
Synopsys Inc
|
5,587 | $2,492,193 | |
| 5 | PANW |
Palo Alto Networks Inc
|
6,133 | $2,091,475 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
11,554 | $1,348,005 | |
| 7 | ORCL |
Oracle Corp
|
8,497 | $1,245,235 | |
| 8 | WEX |
WEX Inc.
|
8,557 | $1,207,307 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,113,478 | 48,559 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $26,012,586 | 70,272 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,567,433 | 59,070 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,328,562 | 58,555 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $29,934,631 | 60,181 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $21,187,386 | 56,441 | Put | Sole | 2025-04-24 | |
| 2022-03-31 | $1,583,171 | 5,135 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $356,835 | 1,061 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $299,117 | 1,061 | Principal | Sole | 2021-10-19 | |
| 2021-06-30 | $390,908 | 1,443 | Principal | Sole | 2021-07-13 | |
| 2021-03-31 | $527,889 | 2,239 | Principal | Sole | 2021-04-21 | |
| 2020-12-31 | $1,972,198 | 8,867 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $3,169,462 | 15,069 | Principal | Sole | 2020-10-21 | |
| 2020-06-30 | $1,804,523 | 8,867 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||