Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,007,287
-$1,568,754 QoQ
Shares Held
8,062
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,986
of 6,216 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Kerrisdale Advisers, LLC holds $18,003,517 across 8 Software - Infrastructure names. MSFT ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
51,985 | $6,145,146 | |
| 2 | SNPS |
Synopsys Inc
|
7,466 | $3,330,358 | |
| 3 | MSFT |
Microsoft Corp
This page
|
8,062 | $3,007,287 | |
| 4 | DAVA |
Endava plc
|
567,416 | $1,605,787 | |
| 5 | GTLB |
Gitlab Inc.
|
39,415 | $1,203,339 | |
| 6 | KSPI |
Joint Stock Co Kaspi.kz
|
13,665 | $1,183,935 | |
| 7 | NTAP |
NetApp, Inc.
|
5,701 | $882,286 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
25,220 | $645,379 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,007,287 | 8,062 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||