Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$49,051,010
-$6,775,068 QoQ
Shares Held
131,497
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.63%
of 13F equity value
Holder Rank
#1,063
of 6,193 holders
Holding Since
Jun 2024
8 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, 2026BDF-GESTION holds $73,281,961 across 6 Software - Infrastructure names. MSFT ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
131,497 | $49,051,010 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,807 | $7,436,623 | |
| 3 | ORCL |
Oracle Corp
|
42,235 | $6,189,539 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,892 | $4,654,199 | |
| 5 | FTNT |
Fortinet, Inc.
|
28,855 | $4,432,705 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
31,824 | $1,517,885 |
All Filings in MSFT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,051,010 | 131,497 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $55,826,078 | 150,812 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $68,755,288 | 142,168 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $78,542,455 | 151,641 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $91,108,600 | 183,166 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $81,417,961 | 216,889 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $14,348,185 | 232,182 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $104,779,382 | 234,432 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||