Position in MSFT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$26,742,561
-$1,422,016 QoQ
Shares Held
72,244
+24.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GFS Advisors, LLC holds $78,036,476 across 6 Software - Infrastructure names. MSFT ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
122,060 | $47,653,444 | |
| 2 | MSFT |
Microsoft Corp
This page
|
72,244 | $26,742,561 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,611 | $1,698,457 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,391 | $1,184,925 | |
| 5 | ORCL |
Oracle Corp
|
5,067 | $745,406 | |
| 6 | BLSH |
Bullish
|
327 | $11,683 |
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,742,561 | 72,244 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $28,164,577 | 58,237 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $30,022,453 | 57,964 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $29,810,278 | 59,931 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $20,804,818 | 49,359 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $21,314,049 | 49,533 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $62,573 | 140 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $21,253,932 | 50,518 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $19,817,308 | 52,700 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $18,688,611 | 59,188 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $16,991,243 | 49,895 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,329,374 | 49,703 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $11,835,117 | 49,350 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,499,991 | 40,790 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $10,528,745 | 40,995 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $13,190,426 | 42,783 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $14,618,148 | 43,465 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,572,371 | 26,860 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,273,665 | 26,850 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,493,242 | 31,782 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $7,441,061 | 33,455 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,113,360 | 33,820 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,105,348 | 34,914 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $5,456,292 | 34,597 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||