Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,864,633
+$319,430 QoQ
Shares Held
61,296
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#1,590
of 6,223 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SFMG, LLC holds $39,601,273 across 9 Software - Infrastructure names. MSFT ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
61,296 | $22,864,633 | |
| 2 | PANW |
Palo Alto Networks Inc
|
34,942 | $11,915,920 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,278 | $2,132,494 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,800 | $724,983 | |
| 5 | CRWV |
CoreWeave, Inc.
|
7,141 | $710,815 | |
| 6 | ORCL |
Oracle Corp
|
3,825 | $560,553 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,253 | $346,105 | |
| 8 | NUAI |
New ERA Energy & Digital, Inc.
|
54,196 | $345,770 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,864,633 | 61,296 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,545,203 | 60,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,752,302 | 61,520 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,699,380 | 65,063 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,063,546 | 64,461 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,565,521 | 65,440 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $28,372,008 | 67,312 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $29,244,048 | 67,962 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $30,637,081 | 68,547 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,874,434 | 68,631 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $25,299,971 | 67,280 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,369,012 | 67,677 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $22,783,488 | 66,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,838,324 | 72,280 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $16,772,770 | 69,939 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $16,772,992 | 72,018 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $18,247,257 | 71,048 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $21,215,427 | 68,812 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $23,869,975 | 70,974 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $19,938,792 | 70,725 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,693,454 | 69,005 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,055,601 | 72,340 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $15,750,227 | 70,813 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,538,521 | 64,368 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,394,573 | 60,904 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $9,361,665 | 59,360 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||