Position in MSFT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$29,735,385
-$7,800,297 QoQ
Shares Held
80,329
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.55%
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, 2026Checchi Capital Advisers, LLC holds $37,210,858 across 11 Software - Infrastructure names. MSFT ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
80,329 | $29,735,385 | |
| 2 | ORCL |
Oracle Corp
|
27,950 | $4,111,724 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,624 | $822,678 | |
| 4 | SNPS |
Synopsys Inc
|
1,556 | $616,922 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,091 | $495,549 | |
| 6 | NTAP |
NetApp, Inc.
|
3,473 | $355,600 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,169 | $340,690 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,361 | $338,017 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,735,385 | 80,329 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $37,535,682 | 77,614 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $41,728,123 | 80,564 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $43,467,665 | 87,388 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $33,569,626 | 89,426 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $37,143,844 | 88,123 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,132,308 | 86,294 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $38,691,120 | 86,567 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $36,106,611 | 85,821 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $32,032,215 | 85,183 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $26,181,042 | 82,917 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,225,142 | 85,820 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $23,995,497 | 83,231 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $19,173,609 | 79,950 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,424,719 | 79,110 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,823,776 | 81,080 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $24,295,752 | 78,803 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $25,347,429 | 75,367 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $20,985,560 | 74,438 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $20,824,353 | 76,871 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $18,301,174 | 77,623 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $17,562,505 | 78,961 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,829,043 | 84,767 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,462,989 | 85,809 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $12,625,316 | 80,054 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||