Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$124,082,491
+$10,864,516 QoQ
Shares Held
332,643
+8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#663
of 6,194 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Gotham Asset Management, LLC holds $1,156,152,942 across 58 Software - Infrastructure names. MSFT ranks #1 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
332,643 | $124,082,491 | |
| 2 | GEN |
Gen Digital Inc.
|
4,458,996 | $110,984,410 | |
| 3 | NTAP |
NetApp, Inc.
|
447,954 | $69,325,361 | |
| 4 | FFIV |
F5, Inc.
|
160,688 | $66,839,780 | |
| 5 | GDDY |
GoDaddy Inc.
|
745,244 | $63,256,310 | |
| 6 | DBX |
Dropbox, Inc.
|
2,238,153 | $61,482,062 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
505,520 | $58,979,018 | |
| 8 | TDC |
Teradata Corp /De/
|
1,574,768 | $54,565,711 |
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,082,491 | 332,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $113,217,975 | 305,854 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $138,303,713 | 285,976 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $146,013,212 | 281,906 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $124,931,982 | 251,165 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $89,690,431 | 238,926 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $95,287,662 | 226,068 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,890,719 | 234,466 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $95,375,554 | 213,392 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $81,020,574 | 192,576 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $71,289,663 | 189,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $60,108,696 | 190,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $63,656,801 | 186,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $55,322,751 | 191,893 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $50,020,456 | 208,575 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $46,888,592 | 201,325 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $52,070,227 | 202,742 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $60,502,446 | 196,239 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $65,721,636 | 195,414 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $56,504,097 | 200,426 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,902,001 | 191,591 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $45,674,779 | 193,726 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $53,948,860 | 242,554 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $59,670,200 | 283,698 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $64,611,982 | 317,488 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $33,685,752 | 213,593 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||