Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,962,751
+$91,400 QoQ
Shares Held
32,070
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#2,237
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Alpha Family Trust holds $19,647,122 across 8 Software - Infrastructure names. MSFT ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
32,070 | $11,962,751 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,280 | $1,899,387 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,510 | $1,879,020 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,520 | $1,243,918 | |
| 5 | FTNT |
Fortinet, Inc.
|
5,020 | $771,172 | |
| 6 | ORCL |
Oracle Corp
|
4,720 | $691,716 | |
| 7 | NTAP |
NetApp, Inc.
|
4,160 | $643,801 | |
| 8 | SNPS |
Synopsys Inc
|
1,245 | $555,357 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,962,751 | 32,070 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $11,871,351 | 32,070 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,010,240 | 33,105 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $17,146,734 | 33,105 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $16,466,758 | 33,105 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $12,039,508 | 32,072 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,517,505 | 32,070 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,799,721 | 32,070 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $14,333,686 | 32,070 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $13,492,490 | 32,070 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $12,059,602 | 32,070 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,703,925 | 33,900 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $12,199,845 | 35,825 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $10,328,347 | 35,825 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $8,591,551 | 35,825 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $15,899,151 | 68,266 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $16,942,047 | 65,966 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $28,993,780 | 94,041 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $31,627,869 | 94,041 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $15,278,936 | 54,196 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $14,681,696 | 54,196 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $12,777,790 | 54,196 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $12,054,274 | 54,196 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||