Position in MSFT
as of Jun 30, 2026
· filed Sep 15, 2026
Position Value
$39,361,070
+$1,682,577 QoQ
Shares Held
105,520
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Sep 30, 2022CallValue
$46,580
CallShares
200
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, 2026Anchor Investment Management, LLC holds $57,834,824 across 26 Software - Infrastructure names. MSFT ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
105,520 | $39,361,070 | |
| 2 | FTNT |
Fortinet, Inc.
|
53,106 | $8,158,143 | |
| 3 | ORCL |
Oracle Corp
|
41,272 | $6,048,411 | |
| 4 | SNPS |
Synopsys Inc
|
2,253 | $1,004,995 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,985 | $931,609 | |
| 6 | NET |
Cloudflare, Inc.
|
3,432 | $841,800 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
5,040 | $662,407 | |
| 8 | CPAY |
Corpay, Inc.
|
527 | $175,633 |
All Filings in MSFT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,361,070 | 105,520 | Shares | Sole | 2026-09-15 | |
| 2026-03-31 | $37,678,493 | 101,787 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $50,273,749 | 103,953 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $53,379,927 | 103,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $51,073,561 | 102,679 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $39,427,211 | 105,030 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $43,505,965 | 103,217 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $43,498,596 | 101,089 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $44,423,254 | 99,392 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $41,323,959 | 98,222 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,358,555 | 96,688 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $29,839,953 | 94,505 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $31,541,495 | 92,622 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $25,754,703 | 89,333 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $20,994,082 | 87,541 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $46,580 | 200 | Call | Sole | 2024-01-02 | |
| 2022-09-30 | $20,368,502 | 87,456 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $51,366 | 200 | Call | Sole | 2024-01-02 | |
| 2022-06-30 | $22,327,002 | 86,933 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $61,662 | 200 | Call | Sole | 2024-01-02 | |
| 2022-03-31 | $26,893,264 | 87,228 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $100,896 | 300 | Call | Sole | 2024-01-02 | |
| 2021-12-31 | $29,152,553 | 86,681 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $24,404,968 | 86,567 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $23,670,971 | 87,379 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $20,472,616 | 86,833 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $18,718,867 | 84,160 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $18,857,136 | 89,655 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $18,202,951 | 89,445 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $13,998,655 | 88,762 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||