Position in MSFT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$33,303,454
-$11,062,877 QoQ
Shares Held
89,968
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$814,374
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MATHER GROUP, LLC. holds $44,976,148 across 32 Software - Infrastructure names. MSFT ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
89,968 | $33,303,454 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
23,855 | $3,489,509 | |
| 3 | ORCL |
Oracle Corp
|
20,219 | $2,974,417 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,023 | $1,125,927 | |
| 5 | SNPS |
Synopsys Inc
|
2,732 | $1,083,183 | |
| 6 | NTAP |
NetApp, Inc.
|
5,060 | $518,093 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
2,614 | $373,409 | |
| 8 | FFIV |
F5, Inc.
|
1,290 | $373,235 |
All Filings in MSFT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $814,374 | 2,200 | Put | Sole | 2026-04-13 | |
| 2026-03-31 | $33,303,454 | 89,968 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $44,366,331 | 91,738 | Shares | Sole | 2026-01-13 | |
| 2025-12-31 | $1,063,964 | 2,200 | Put | Sole | 2026-01-13 | |
| 2025-09-30 | $1,139,490 | 2,200 | Put | Sole | 2025-10-21 | |
| 2025-09-30 | $47,085,798 | 90,908 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,293,266 | 2,600 | Put | Sole | 2025-07-15 | |
| 2025-06-30 | $43,449,260 | 87,351 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $32,568,461 | 86,759 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $38,910,351 | 92,314 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $39,611,696 | 92,056 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $48,949,517 | 109,519 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $34,786,391 | 82,683 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $32,023,942 | 85,161 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $26,070,530 | 82,567 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,534,204 | 72,045 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $18,730,562 | 64,969 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $15,719,001 | 65,545 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $14,172,197 | 60,851 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $14,964,713 | 58,267 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $16,952,733 | 54,986 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,161,451 | 33,187 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,798,782 | 24,116 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,692,042 | 24,703 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,301,288 | 22,485 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,007,119 | 22,512 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,200,801 | 15,218 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,369,873 | 11,645 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,342,112 | 8,510 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||