Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$177,350,120
+$147,223,835 QoQ
Shares Held
475,444
+484.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#554
of 6,216 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$373,020
CallShares
1,000
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, 2026Arax Advisory Partners holds $345,096,441 across 98 Software - Infrastructure names. MSFT ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
475,444 | $177,350,120 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
307,090 | $35,828,190 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
129,064 | $24,623,475 | |
| 4 | ORCL |
Oracle Corp
|
160,155 | $23,470,715 | |
| 5 | PANW |
Palo Alto Networks Inc
|
31,780 | $10,837,615 | |
| 6 | FTNT |
Fortinet, Inc.
|
59,438 | $9,130,865 | |
| 7 | SNPS |
Synopsys Inc
|
9,877 | $4,405,833 | |
| 8 | VRSN |
Verisign Inc/Ca
|
16,609 | $4,178,160 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,350,120 | 475,444 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $373,020 | 1,000 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $30,126,285 | 81,385 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $43,302,367 | 89,538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $95,913,463 | 185,179 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,370,466 | 30,901 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,691,404 | 23,153 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,631,090 | 29,967 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,171,826 | 18,991 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,088,006 | 18,096 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,113,851 | 12,155 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,826,097 | 12,834 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,011,287 | 12,704 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,454,436 | 10,144 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,810,925 | 9,750 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,258,145 | 9,416 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $2,111,471 | 9,066 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,129,120 | 8,290 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,945,436 | 6,310 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,047,179 | 6,087 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,089,338 | 3,864 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,064,095 | 3,928 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $788,701 | 3,546 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $844,895 | 4,017 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,327,088 | 6,521 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $900,050 | 5,707 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||