Position in MSFT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,432,772,598
-$268,472,466 QoQ
Shares Held
3,870,580
+10.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
3.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3398714559907156.ToString("F0")%
Shared 0.ToString("F0")%
None 99.66012854400928.ToString("F0")%
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
$5,490,270
PutShares
10,600
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, 2026Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. MSFT ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
3,870,580 | $1,432,772,598 | |
| 2 | ORCL |
Oracle Corp
|
1,066,125 | $156,837,648 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
714,374 | $104,498,628 | |
| 4 | PANW |
Palo Alto Networks Inc
|
403,778 | $64,733,688 | |
| 5 | FTNT |
Fortinet, Inc.
|
400,266 | $32,709,737 | |
| 6 | SNPS |
Synopsys Inc
|
71,610 | $28,391,931 | |
| 7 | ZS |
Zscaler, Inc.
|
160,547 | $22,523,138 | |
| 8 | NET |
Cloudflare, Inc.
|
93,302 | $19,251,933 |
All Filings in MSFT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $5,490,270 | 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 | $5,421,769 | 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 | $2,107,500 | 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 | $1,101,543,902 | 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 | $4,201,330 | 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 | $967,656 | 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 | $947,250 | 3,000 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $714,220,816 | 2,261,982 | Shares | Sole | 2023-11-16 | |
| 2023-09-30 | $2,589,150 | 8,200 | Put | Sole | 2023-11-16 | |
| 2023-06-30 | $1,259,998 | 3,700 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $5,857,288 | 17,200 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $708,621,853 | 2,080,877 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,594,700 | 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 | $3,189,606 | 13,300 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $1,390,956 | 5,800 | Call | Sole | 2023-02-10 | |
| 2022-12-31 | $484,969,999 | 2,022,225 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,141,210 | 4,900 | Call | Sole | 2022-11-03 | |
| 2022-09-30 | $438,497,133 | 1,882,770 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $3,563,370 | 15,300 | Put | Sole | 2022-11-03 | |
| 2022-06-30 | $512,640,641 | 1,996,031 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $2,773,764 | 10,800 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $6,497,799 | 25,300 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $542,825,384 | 1,760,648 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $709,113 | 2,300 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $6,289,524 | 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 | $1,127,680 | 4,000 | Put | Sole | 2021-11-10 | |
| 2021-06-30 | $2,573,550 | 9,500 | Put | Sole | 2021-08-04 | |
| 2021-06-30 | $417,006,663 | 1,539,338 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,408,899 | 18,700 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $92,374,686 | 391,800 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $347,473,346 | 1,473,781 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $327,095,300 | 1,470,620 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $4,070,286 | 18,300 | Put | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||