Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,576,041
+$4,301,829 QoQ
Shares Held
12,362
+2080.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.77%
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, 2026Kerrisdale Advisers, LLC holds $15,592,612 across 8 Software - Infrastructure names. MSFT ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,362 | $4,576,041 | |
| 2 | SNPS |
Synopsys Inc
|
10,231 | $4,056,386 | |
| 3 | DAVA |
Endava plc
|
567,416 | $2,507,978 | |
| 4 | GTLB |
Gitlab Inc.
|
68,980 | $1,492,727 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
13,665 | $1,012,166 | |
| 6 | NTAP |
NetApp, Inc.
|
9,401 | $962,568 | |
| 7 | PAYO |
Payoneer Global Inc.
|
162,825 | $786,444 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
11,720 | $198,302 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,576,041 | 12,362 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,212 | 567 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $316,467 | 611 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $303,917 | 611 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,605,776 | 20,261 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,417,978 | 17,599 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,934,284 | 16,115 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,550,052 | 14,655 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,165,651 | 14,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,516,506 | 14,670 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,340,615 | 13,747 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,844,522 | 14,226 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,326,229 | 15,006 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,641,476 | 19,354 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,907,959 | 38,248 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,983,975 | 58,342 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,457,416 | 37,162 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,087,746 | 50,808 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,714,695 | 66,383 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,983,154 | 66,383 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,110,024 | 144,675 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $21,057,613 | 94,675 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,857,612 | 108,675 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,072,716 | 69,150 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,177,856 | 20,150 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||