Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,276,621
-$130,110 QoQ
Shares Held
54,358
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#1,683
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,191,285
PutShares
2,300
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 Jun 30, 2026Family Manage LLC holds $23,298,010 across 7 Software - Infrastructure names. MSFT ranks #1 (87.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
54,358 | $20,276,621 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
7,008 | $1,337,021 | |
| 3 | ORCL |
Oracle Corp
|
3,958 | $580,044 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,261 | $430,026 | |
| 5 | GEN |
Gen Digital Inc.
|
9,563 | $238,023 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,479 | $227,203 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,792 | $209,072 |
All Filings in MSFT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,276,621 | 54,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,406,731 | 55,128 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,249,190 | 50,141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,191,285 | 2,300 | Put | Sole | 2025-11-13 | |
| 2025-09-30 | $25,079,139 | 48,420 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,849,317 | 47,947 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,144,043 | 2,300 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $18,822,429 | 50,141 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $675,702 | 1,800 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $758,700 | 1,800 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $24,331,930 | 57,727 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,025,370 | 55,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,455,936 | 52,480 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,638,419 | 49,055 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,810,272 | 50,022 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,467,329 | 48,986 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,636,234 | 45,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,108,712 | 45,469 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,662,686 | 48,631 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,278,182 | 48,425 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,696,134 | 49,434 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,942,093 | 51,708 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,103,217 | 50,854 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,134,623 | 50,137 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,042,264 | 55,527 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,241,042 | 47,678 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,246,889 | 46,070 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,897,078 | 47,055 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $11,513,781 | 56,576 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,979,691 | 56,938 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||