Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,011,737
+$3,099,154 QoQ
Shares Held
67,052
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.04%
of 13F equity value
Holder Rank
#1,526
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Peak Asset Management, LLC holds $60,679,521 across 6 Software - Infrastructure names. MSFT ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
67,052 | $25,011,737 | |
| 2 | FTNT |
Fortinet, Inc.
|
159,052 | $24,433,568 | |
| 3 | ORCL |
Oracle Corp
|
69,796 | $10,228,603 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,167 | $397,970 | |
| 5 | NET |
Cloudflare, Inc.
|
1,380 | $338,486 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,307 | $269,157 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,011,737 | 67,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,912,583 | 59,196 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,220,194 | 58,352 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,490,680 | 58,868 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,850,071 | 60,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,998,268 | 61,265 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $25,764,609 | 61,126 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,280,572 | 61,075 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $29,743,628 | 66,548 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,615,691 | 68,016 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $25,669,618 | 68,263 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,735,598 | 68,838 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,971,291 | 70,392 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,888,776 | 72,455 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,120,270 | 71,388 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $16,560,820 | 71,107 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,714,592 | 68,974 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,034,758 | 68,226 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,418,970 | 69,633 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,214,227 | 71,702 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,774,074 | 72,994 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $18,228,793 | 77,316 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $18,015,352 | 80,997 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,330,981 | 82,399 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $18,042,993 | 88,659 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,839,722 | 94,095 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||