Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$110,535,897
+$2,400,727 QoQ
Shares Held
296,327
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#702
of 6,216 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Prospera Financial Services Inc holds $194,556,345 across 23 Software - Infrastructure names. MSFT ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
296,327 | $110,535,897 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
193,072 | $22,525,710 | |
| 3 | PANW |
Palo Alto Networks Inc
|
62,571 | $21,337,962 | |
| 4 | ORCL |
Oracle Corp
|
107,060 | $15,689,643 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
136,828 | $6,526,182 | |
| 6 | CRWV |
CoreWeave, Inc.
|
28,527 | $2,839,577 | |
| 7 | ZS |
Zscaler, Inc.
|
16,035 | $2,263,340 | |
| 8 | OKTA |
Okta, Inc.
|
13,388 | $1,826,792 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,535,897 | 296,327 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $108,135,170 | 292,123 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $133,055,468 | 275,124 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $136,215,152 | 262,989 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $126,735,591 | 254,791 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $88,537,983 | 235,856 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $93,082,374 | 220,836 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $89,063,924 | 206,981 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $81,765,479 | 182,941 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,055,082 | 173,643 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $63,985,838 | 170,157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $52,738,775 | 167,027 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,512,281 | 160,076 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $44,639,795 | 154,838 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,501,069 | 110,504 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $39,171,683 | 168,191 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $41,612,367 | 162,023 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $48,802,698 | 158,291 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $49,727,266 | 147,857 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $41,535,273 | 147,330 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,217,543 | 148,459 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $33,172,131 | 140,697 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $25,631,235 | 115,238 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $571,466 | 2,717 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $21,789,408 | 107,068 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $18,221,655 | 115,539 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||