Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,967,427
+$171,733 QoQ
Shares Held
40,125
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#1,992
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Keel Point, LLC holds $26,089,286 across 13 Software - Infrastructure names. MSFT ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
40,125 | $14,967,427 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
21,446 | $2,818,647 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,405 | $1,843,213 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,051 | $1,756,000 | |
| 5 | ORCL |
Oracle Corp
|
9,538 | $1,397,793 | |
| 6 | XYZ |
Block, Inc.
|
13,045 | $991,420 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,092 | $589,907 | |
| 8 | TOST |
Toast, Inc.
|
12,833 | $357,014 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,967,427 | 40,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,795,694 | 39,970 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $27,759,788 | 57,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $29,897,109 | 57,722 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $28,638,878 | 57,576 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,402,407 | 51,686 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,877,316 | 49,531 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,446,995 | 47,518 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,629,871 | 46,157 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,280,756 | 45,828 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $16,178,368 | 43,023 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,232,766 | 41,909 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $14,387,474 | 42,249 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $12,712,588 | 44,095 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $10,325,929 | 43,057 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $9,422,901 | 40,459 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $10,442,450 | 40,659 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,250,081 | 39,733 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,865,585 | 38,254 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,779,211 | 38,235 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $10,185,027 | 37,597 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,820,391 | 37,411 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,418,597 | 37,850 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,009,156 | 38,079 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $4,169,919 | 20,490 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,464,100 | 21,965 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||