Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$46,436,140
-$2,188,650 QoQ
Shares Held
124,487
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#1,094
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$406,350
PutShares
1,500
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, 2026Dynamic Advisor Solutions LLC holds $67,214,196 across 13 Software - Infrastructure names. MSFT ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
124,487 | $46,436,140 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
69,935 | $8,159,316 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,998 | $6,478,697 | |
| 4 | ORCL |
Oracle Corp
|
17,689 | $2,592,322 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,288 | $776,876 | |
| 6 | SNPS |
Synopsys Inc
|
1,237 | $551,788 | |
| 7 | NET |
Cloudflare, Inc.
|
1,894 | $464,560 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,280 | $426,031 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,436,140 | 124,487 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $48,624,790 | 131,358 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $65,630,135 | 135,706 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $78,131,203 | 150,847 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $74,899,500 | 150,579 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $56,935,776 | 151,671 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $64,050,718 | 151,959 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $68,893,181 | 160,105 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $72,147,115 | 161,421 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $66,834,317 | 158,857 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $58,931,860 | 156,717 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $41,943,914 | 132,839 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $41,467,896 | 121,771 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $35,908,341 | 124,552 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $28,039,274 | 116,918 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $27,741,184 | 119,112 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $31,463,215 | 122,506 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $34,005,976 | 110,298 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $26,335,201 | 78,304 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $21,739,978 | 77,114 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $406,350 | 1,500 | Put | Sole | 2021-08-10 | |
| 2021-06-30 | $19,524,846 | 72,074 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $15,640,038 | 66,336 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $16,138,572 | 72,559 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $14,519,290 | 69,031 | Shares | Sole | 2020-10-27 | |
| 2020-09-30 | $3,000 | 1,500 | Put | Sole | 2020-10-27 | |
| 2020-06-30 | $12,244,993 | 60,169 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $8,515,236 | 53,993 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||