Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$526,248,036
+$33,324,482 QoQ
Shares Held
1,410,777
+5.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
5.77%
of 13F equity value
Holder Rank
#303
of 6,194 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KAMES CAPITAL plc holds $716,994,646 across 8 Software - Infrastructure names. MSFT ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,410,777 | $526,248,036 | |
| 2 | NET |
Cloudflare, Inc.
|
193,228 | $47,394,963 | |
| 3 | ORCL |
Oracle Corp
|
286,674 | $42,012,074 | |
| 4 | FTNT |
Fortinet, Inc.
|
233,083 | $35,806,210 | |
| 5 | MDB |
MongoDB, Inc.
|
87,652 | $29,442,306 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
211,038 | $24,621,803 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
182,024 | $8,681,862 | |
| 8 | ATEN |
A10 Networks, Inc.
|
74,609 | $2,787,392 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,248,036 | 1,410,777 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $492,923,554 | 1,331,614 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $670,271,204 | 1,385,946 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $731,215,912 | 1,411,750 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $695,538,351 | 1,398,320 | Shares | Sole | 2026-04-10 | |
| 2025-03-31 | $522,824,422 | 1,392,750 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $606,225,747 | 1,438,258 | Shares | Sole | 2026-04-10 | |
| 2024-09-30 | $738,579,829 | 1,716,430 | Shares | Sole | 2026-04-10 | |
| 2024-06-30 | $774,668,936 | 1,733,234 | Shares | Sole | 2026-04-10 | |
| 2024-03-31 | $754,914,304 | 1,794,339 | Shares | Sole | 2026-04-10 | |
| 2023-12-31 | $680,155,205 | 1,808,731 | Shares | Sole | 2026-04-10 | |
| 2023-06-30 | $684,222,162 | 2,009,227 | Shares | Sole | 2026-04-10 | |
| 2023-03-31 | $558,428,451 | 1,936,970 | Shares | Sole | 2025-09-02 | |
| 2022-12-31 | $468,049,499 | 1,951,670 | Shares | Sole | 2023-10-19 | |
| 2022-09-30 | $451,322,470 | 1,937,838 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $499,634,000 | 1,945,388 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $612,167,386 | 1,985,558 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $719,082,092 | 2,138,089 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $611,976,430 | 2,170,745 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $560,366,673 | 2,068,537 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $484,526,918 | 2,055,083 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $331,735,871 | 1,491,484 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $275,861,676 | 1,311,566 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $250,589,799 | 1,231,339 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $167,282,208 | 1,060,695 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||