Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,355,050
-$7,756,140 QoQ
Shares Held
82,003
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $43,507,038 across 8 Software - Infrastructure names. MSFT ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
82,003 | $30,355,050 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
37,812 | $5,531,139 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,996 | $4,167,678 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
18,412 | $1,797,057 | |
| 5 | ORCL |
Oracle Corp
|
5,980 | $879,717 | |
| 6 | CRWV |
CoreWeave, Inc.
|
4,842 | $375,109 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,927 | $239,194 | |
| 8 | S |
SentinelOne, Inc.
|
12,585 | $162,094 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,355,050 | 82,003 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,111,190 | 78,804 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $41,901,637 | 80,899 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,644,863 | 81,713 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,625,442 | 81,583 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $33,653,403 | 79,842 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,589,613 | 73,413 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $31,135,430 | 69,662 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $28,931,231 | 68,766 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $26,089,279 | 69,379 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,709,707 | 68,756 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,194,519 | 68,111 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $18,833,485 | 65,326 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,682,739 | 61,224 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $14,912,587 | 64,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,780,405 | 61,443 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,620,683 | 53,909 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,505,024 | 46,102 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $12,718,256 | 45,113 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $21,020,485 | 77,595 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $9,554,343 | 40,524 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,601,203 | 34,175 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,425,069 | 35,302 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,075,025 | 34,765 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $4,885,855 | 30,980 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||