EULAV Asset Management

Position in MSFT — Microsoft Corp

CIK 1540826 SARASOTA, FL

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$23,313,750

+$2,392,482 QoQ

Shares Held

62,500

+10.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,572

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EULAV Asset Management holds $81,899,674 across 7 Software - Infrastructure names. MSFT ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	62,500	$23,313,750
2	CRWD	CrowdStrike Holdings, Inc.	119,200	$22,741,572
3	CRWV	CoreWeave, Inc.	166,000	$16,523,640
4	ACIW	Aci Worldwide, Inc.	141,800	$7,131,122
5	PLTR	Palantir Technologies Inc.	55,017	$6,418,833
6	NTAP	NetApp, Inc.	18,939	$2,930,999
7	AKAM	Akamai Technologies Inc	24,023	$2,839,758

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,313,750	62,500	+10.6%	Shares	Sole	2026-07-29
2026-03-31	$20,921,268	56,518	-5.9%	Shares	Sole	2026-05-07
2025-12-31	$29,032,675	60,032	+6.2%	Shares	Sole	2026-02-11
2025-09-30	$29,280,749	56,532	0.0%	Shares	Sole	2025-10-28
2025-06-30	$28,119,582	56,532	+2.7%	Shares	Sole	2025-08-12
2025-03-31	$20,657,711	55,030	0.0%	Shares	Sole	2025-04-30
2024-12-31	$23,195,145	55,030	-0.9%	Shares	Sole	2025-01-28
2024-09-30	$23,894,559	55,530	-4.3%	Shares	Sole	2024-11-08
2024-06-30	$25,937,402	58,032	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$24,626,003	58,533	-1.6%	Shares	Sole	2024-05-30
2023-12-31	$22,376,260	59,505	0.0%	Shares	Sole	2024-02-14
2023-09-30	$18,788,703	59,505	+7.2%	Shares	Sole	2023-11-14
2023-06-30	$18,903,034	55,509	-0.9%	Shares	Sole	2023-08-10
2023-03-31	$16,144,800	56,000	-8.2%	Shares	Sole	2023-04-27
2022-12-31	$14,629,020	61,000	+3.4%	Shares	Sole	2023-02-14
2022-09-30	$13,743,894	59,012	-6.4%	Shares	Sole	2022-11-04
2022-06-30	$16,187,224	63,027	-19.2%	Shares	Sole	2022-07-22
2022-03-31	$24,056,812	78,028	+18.2%	Shares	Sole	2022-05-10
2021-12-31	$22,208,218	66,033	-3.0%	Shares	Sole	2022-02-11
2021-09-30	$19,195,087	68,087	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$18,724,608	69,120	-2.8%	Shares	Sole	2021-08-06
2021-03-31	$16,762,539	71,097	+6.0%	Shares	Sole	2021-04-30
2020-12-31	$14,925,271	67,104	+10.0%	Shares	Sole	2021-02-16
2020-09-30	$12,830,130	61,000	-0.2%	Shares	Sole	2020-11-05
2020-06-30	$12,436,292	61,109	-0.0%	Shares	Sole	2020-08-11
2020-03-31	$9,640,339	61,127	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.