Position in MSFT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$19,178,137
+$4,681,144 QoQ
Shares Held
51,809
+72.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BW Gestao de Investimentos Ltda. holds $137,181,686 across 20 Software - Infrastructure names. MSFT ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTNX |
Nutanix, Inc.
|
629,564 | $23,929,727 | |
| 2 | MSFT |
Microsoft Corp
This page
|
51,809 | $19,178,137 | |
| 3 | PATH |
UiPath, Inc.
|
1,638,950 | $18,192,345 | |
| 4 | NET |
Cloudflare, Inc.
|
58,779 | $12,128,458 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
122,624 | $10,518,686 | |
| 6 | CINT |
CI&T Inc
|
1,925,665 | $9,763,121 | |
| 7 | CRWV |
CoreWeave, Inc.
|
112,560 | $8,720,023 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
151,827 | $6,639,394 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,178,137 | 51,809 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,496,993 | 29,976 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,423,905 | 22,056 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,698,275 | 55,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,055,391 | 40,106 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,809,218 | 42,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,972,236 | 27,823 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,128,059 | 20,423 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $7,306,644 | 17,367 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,262,993 | 24,633 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,777,869 | 24,633 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,289,773 | 18,470 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,065,719 | 17,571 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $15,164,777 | 63,234 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,870,662 | 132,549 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $16,863,200 | 65,659 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,306,981 | 56,135 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,735,904 | 67,602 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $18,071,635 | 64,102 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $15,042,535 | 55,528 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,810,761 | 45,853 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $7,524,467 | 33,830 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,523,048 | 59,540 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,813,155 | 38,392 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $5,519,850 | 35,000 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||