CWM, LLC

Position in MSFT — Microsoft Corp

CIK 1535847 OMAHA, NE

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Position in MSFT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$439,154,881

-$78,779,892 QoQ

Shares Held

1,186,360

+10.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

3.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.0071479146296234.ToString("F0")% Shared 0.ToString("F0")% None 97.99285208537037.ToString("F0")%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Mar 31, 2026

CallValue

$1,110,510

CallShares

3,000

PutValue

PutShares

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, 2026

CWM, LLC holds $737,121,745 across 101 Software - Infrastructure names. MSFT ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	1,186,360	$439,154,881
2	PLTR	Palantir Technologies Inc.	483,215	$70,684,690
3	ORCL	Oracle Corp	242,179	$35,626,952
4	CRWV	CoreWeave, Inc.	307,644	$23,833,180
5	PANW	Palo Alto Networks Inc	127,517	$20,443,525
6	FTNT	Fortinet, Inc.	197,125	$16,109,055
7	VRSN	Verisign Inc/Ca	57,080	$14,176,388
8	AKAM	Akamai Technologies Inc	116,365	$13,364,520

All Filings in MSFT

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$439,154,881	1,186,360	+39445.3%	Shares	Sole	2026-05-14
2026-03-31	$1,110,510	3,000	-99.7%	Call	Sole	2026-05-14
2025-12-31	$517,934,773	1,070,954	+5.9%	Shares	Sole	2026-01-26
2025-09-30	$523,611,193	1,010,930	+7.5%	Shares	Sole	2025-10-15
2025-06-30	$467,632,052	940,134	+3.4%	Shares	Sole	2025-07-25
2025-03-31	$341,383,044	909,409	+5.1%	Shares	Sole	2025-05-01
2024-12-31	$364,799,820	865,480	+4.3%	Shares	Sole	2025-02-04
2024-09-30	$357,098,654	829,883	+3.2%	Shares	Sole	2024-10-08
2024-06-30	$359,281,204	803,851	-1.8%	Shares	Sole	2024-07-10
2024-03-31	$344,258,767	818,261	+6.2%	Shares	Sole	2024-04-05
2023-12-31	$289,760,254	770,557	+9.9%	Shares	Sole	2024-02-01
2023-09-30	$221,437,053	701,305	+7.3%	Shares	Sole	2023-10-11
2023-06-30	$222,665,824	653,861	+43490.7%	Shares	Sole	2023-08-03
2023-06-30	$510,810	1,500	-99.8%	Put	Sole	2023-08-03
2023-03-31	$178,031,016	617,520	+617420.0%	Shares	Sole	2023-05-01
2022-12-31	$23,982	100	-100.0%	Put	Sole	2023-02-01
2022-12-31	$139,424,633	581,372	+1.1%	Shares	Sole	2023-02-01
2022-09-30	$133,864,631	574,773	+574673.0%	Shares	Sole	2022-10-27
2022-06-30	$25,683	100	-100.0%	Put	Sole	2022-07-28
2022-06-30	$119,752,380	466,271	-0.8%	Shares	Sole	2022-07-28
2022-03-31	$144,987,402	470,265	+470165.0%	Shares	Sole	2022-04-21
2022-03-31	$30,831	100	-100.0%	Put	Sole	2022-04-21
2021-12-31	$155,907,862	463,570	+463470.0%	Shares	Sole	2022-01-31
2021-12-31	$33,632	100	-100.0%	Put	Sole	2022-01-31
2021-06-30	$119,645,964	441,661	+27503.8%	Shares	Sole	2021-09-15
2021-06-30	$433,440	1,600	0.0%	Put	Sole	2021-09-15
2021-03-31	$377,232	1,600	-99.6%	Put	Sole	2021-09-15
2021-03-31	$104,130,413	441,661	0.0%	Shares	Sole	2021-09-15
2020-12-31	$98,234,239	441,661	+27503.8%	Shares	Sole	2021-09-15
2020-12-31	$355,872	1,600	0.0%	Put	Sole	2021-09-15
2020-09-30	$336,528	1,600	-99.6%	Put	Sole	2021-09-15
2020-09-30	$92,894,558	441,661	0.0%	Shares	Sole	2021-09-15
2020-06-30	$89,882,430	441,661	+27503.8%	Shares	Sole	2021-09-15
2020-06-30	$325,616	1,600	0.0%	Put	Sole	2021-09-15
2020-03-31	$252,336	1,600	-99.6%	Put	Sole	2021-09-15
2020-03-31	$69,654,356	441,661	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.