Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,550,184,952
+$117,412,354 QoQ
Shares Held
4,155,769
+7.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#147
of 6,194 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CallValue
$39,840
CallShares
5,900
PutValue
$51,333
PutShares
3,500
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, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. MSFT ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in MSFT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,840 | 5,900 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $1,550,184,952 | 4,155,769 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $51,333 | 3,500 | Put | Sole | 2026-08-13 | |
| 2026-03-31 | $1,432,772,598 | 3,870,580 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,701,245,064 | 3,517,731 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,045 | 10,600 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $1,732,300,867 | 3,344,533 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,487,050 | 5,000 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $50,732 | 10,900 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $1,450,264,014 | 2,915,631 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,045,341,399 | 2,784,681 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $308,250 | 5,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $1,119,406,212 | 2,655,768 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,096,505,392 | 2,559,944 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,114,831,354 | 2,494,309 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $3,575,600 | 8,000 | Call | Sole | 2024-08-15 | |
| 2024-06-30 | $12,865 | 9,400 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $1,013,624,287 | 2,409,261 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $1,262,160 | 3,000 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $18,696 | 2,300 | Put | Sole | 2024-05-13 | |
| 2023-12-31 | $1,128,120 | 3,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $889,322,190 | 2,364,967 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $172,451 | 3,000 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $714,220,816 | 2,261,982 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $1,456 | 8,200 | Put | Sole | 2023-11-16 | |
| 2023-06-30 | $1,425 | 3,700 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $5,826,353 | 17,200 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $708,621,853 | 2,080,877 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $13,258 | 9,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $10,667,100 | 37,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $585,415,636 | 2,030,578 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $51,153 | 13,300 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $970,952 | 5,800 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $484,969,999 | 2,022,225 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $938,600 | 4,900 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $438,497,133 | 1,882,770 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $163,000 | 15,300 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $512,640,641 | 1,996,031 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $20,000 | 10,800 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $2,347,006 | 25,300 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $542,825,384 | 1,760,648 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $63,000 | 2,300 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $27,000 | 20,400 | Put | Sole | 2022-05-16 | |
| 2021-12-31 | $536,000,583 | 1,593,722 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $438,121,722 | 1,554,064 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $9,000 | 4,000 | Put | Sole | 2021-11-10 | |
| 2021-06-30 | $1,085,600 | 9,500 | Put | Sole | 2021-08-04 | |
| 2021-06-30 | $417,006,663 | 1,539,338 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $58,000 | 18,700 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $8,179,505 | 391,800 | Call | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||