Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$173,811,280
+$10,661,444 QoQ
Shares Held
465,957
+5.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#560
of 6,179 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$7,460,400
CallShares
20,000
PutValue
$0
PutShares
0
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, 2026Horizon Investments, LLC holds $290,064,125 across 28 Software - Infrastructure names. MSFT ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
465,957 | $173,811,280 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
228,348 | $26,641,361 | |
| 3 | ORCL |
Oracle Corp
|
141,523 | $20,740,195 | |
| 4 | PANW |
Palo Alto Networks Inc
|
37,243 | $12,700,607 | |
| 5 | TWLO |
Twilio Inc
|
54,392 | $11,222,701 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
58,424 | $11,146,422 | |
| 7 | SNPS |
Synopsys Inc
|
14,747 | $6,578,194 | |
| 8 | FFIV |
F5, Inc.
|
7,953 | $3,308,129 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,811,280 | 465,957 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $7,460,400 | 20,000 | Call | Sole | 2026-08-13 | |
| 2026-03-31 | $163,149,836 | 440,743 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $199,638,819 | 412,801 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $226,105,375 | 436,539 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,550,483 | 332,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,031,224 | 56,025 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,218,477 | 38,478 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,303,154 | 30,916 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,971,210 | 31,259 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,933,662 | 45,003 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,876,894 | 39,562 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,946,894 | 110,679 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,302,070 | 109,538 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,084,217 | 107,819 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $31,156,694 | 129,917 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,461,632 | 113,618 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,997,842 | 89,545 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $45,595,657 | 147,889 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $42,614,098 | 126,707 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $33,692,823 | 119,512 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,953,901 | 121,646 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,785,383 | 92,401 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $21,394,136 | 101,717 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $31,871,497 | 156,609 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,123,601 | 70,532 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||