Position in MSFT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,743,671
-$7,911,865 QoQ
Shares Held
37,128
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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 Mar 31, 2026Edgestream Partners, L.P. holds $77,453,505 across 23 Software - Infrastructure names. MSFT ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
37,128 | $13,743,671 | |
| 2 | S |
SentinelOne, Inc.
|
485,772 | $6,256,743 | |
| 3 | AI |
C3.ai, Inc.
|
658,573 | $5,545,184 | |
| 4 | ORCL |
Oracle Corp
|
37,539 | $5,522,362 | |
| 5 | NTCT |
Netscout Systems Inc
|
171,391 | $5,448,519 | |
| 6 | TOST |
Toast, Inc.
|
189,366 | $5,020,092 | |
| 7 | NTAP |
NetApp, Inc.
|
44,831 | $4,590,246 | |
| 8 | PGY |
Pagaya Technologies Ltd.
|
373,771 | $4,354,432 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,743,671 | 37,128 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $21,655,536 | 44,778 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,973,255 | 26,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,708,807 | 59,727 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,216,097 | 43,198 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,073,753 | 54,742 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $21,786,089 | 50,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,852,511 | 69,029 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $21,981,357 | 52,247 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,495,229 | 19,932 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,999,901 | 15,835 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,486,963 | 7,303 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $3,367,792 | 14,043 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,620,370 | 67,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,785,088 | 115,972 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,154,011 | 10,230 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $18,356,345 | 54,580 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $15,004,628 | 53,223 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $43,249,726 | 159,652 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $10,149,662 | 43,049 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $4,141,682 | 18,621 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,468,944 | 6,984 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $2,035,247 | 12,905 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||