True North Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1634556 Dallas, TX

Position in MSFT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$14,551,883

+$232,597 QoQ

Shares Held

39,011

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.30%

of 13F equity value

Holder Rank

#2,016

of 6,189 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $19,215,653 across 6 Software - Infrastructure names. MSFT ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	39,011	$14,551,883
2	NTAP	NetApp, Inc.	13,584	$2,102,259
3	PANW	Palo Alto Networks Inc	3,129	$1,067,051
4	ORCL	Oracle Corp	6,112	$895,713
5	SNPS	Synopsys Inc	787	$351,057
6	PLTR	Palantir Technologies Inc.	2,123	$247,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,551,883	39,011	+0.8%	Shares	Sole	2026-07-22
2026-03-31	$14,319,286	38,683	+5.8%	Shares	Sole	2026-05-07
2025-12-31	$17,690,335	36,579	-9.5%	Shares	Sole	2026-01-22
2025-09-30	$20,929,323	40,408	+52.9%	Shares	Sole	2025-10-14
2025-06-30	$13,145,054	26,427	-10.7%	Shares	Sole	2025-07-16
2025-03-31	$11,107,790	29,590	-6.5%	Shares	Sole	2025-05-12
2024-12-31	$13,338,789	31,646	+38.1%	Shares	Sole	2025-01-17
2024-09-30	$9,858,603	22,911	-20.9%	Shares	Sole	2024-10-08
2024-06-30	$12,945,459	28,964	+17.3%	Shares	Sole	2024-08-12
2024-03-31	$10,391,784	24,700	-3.9%	Shares	Sole	2024-04-12
2023-12-31	$9,669,868	25,715	-7.4%	Shares	Sole	2024-01-22
2023-09-30	$8,770,903	27,778	-13.9%	Shares	Sole	2023-11-14
2023-06-30	$10,982,074	32,249	+12.0%	Shares	Sole	2023-08-10
2023-03-31	$8,297,850	28,782	+5.8%	Shares	Sole	2023-05-15
2022-12-31	$6,525,022	27,208	+6.3%	Shares	Sole	2023-02-13
2022-09-30	$5,961,774	25,598	-7.5%	Shares	Sole	2022-11-14
2022-06-30	$7,105,715	27,667	+13.2%	Shares	Sole	2022-07-28
2022-03-31	$7,536,329	24,444	-70.3%	Shares	Sole	2022-05-12
2021-12-31	$27,723,866	82,433	+1.7%	Shares	Sole	2022-02-11
2021-09-30	$22,850,743	81,054	+2.4%	Shares	Sole	2022-06-07
2021-06-30	$21,447,153	79,170	+0.4%	Shares	Sole	2022-06-07
2021-03-31	$18,598,952	78,886	+3.3%	Shares	Sole	2022-06-07
2020-12-31	$16,991,553	76,394	-2.8%	Shares	Sole	2022-05-20
2020-09-30	$16,537,196	78,625	-48.3%	Shares	Sole	2022-05-20
2020-06-30	$30,932,298	151,994	+16.4%	Shares	Sole	2022-05-20
2020-03-31	$20,597,399	130,603	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.