Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$242,885,934
-$118,468,159 QoQ
Shares Held
656,147
-12.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
5.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cannell & Spears LLC holds $312,538,166 across 7 Software - Infrastructure names. MSFT ranks #1 (77.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
656,147 | $242,885,934 | |
| 2 | ORCL |
Oracle Corp
|
373,350 | $54,923,518 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
84,834 | $12,118,536 | |
| 4 | NN |
Nextnav Inc.
|
122,851 | $1,968,073 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,014 | $294,607 | |
| 6 | CRWV |
CoreWeave, Inc.
|
2,661 | $206,147 | |
| 7 | SKYA |
SkyAI, Inc.
|
84,138 | $141,351 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,885,934 | 656,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361,354,093 | 747,186 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $384,633,813 | 742,608 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,178,576 | 748,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $292,635,274 | 779,550 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $328,474,528 | 779,299 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $357,747,547 | 831,391 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $377,138,197 | 843,804 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $360,876,787 | 857,760 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $130,363,667 | 346,675 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $109,647,029 | 347,259 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $119,438,615 | 350,733 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $102,600,492 | 355,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $90,972,119 | 379,335 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $88,470,325 | 379,864 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $97,370,160 | 379,123 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $117,084,730 | 379,763 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $132,321,740 | 393,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $112,029,087 | 397,379 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $108,516,038 | 400,576 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $94,950,237 | 402,724 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $88,866,131 | 399,542 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $85,809,171 | 407,974 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $83,528,033 | 410,437 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $72,406,080 | 459,109 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||