MISSION WEALTH MANAGEMENT, LP

Position in MSFT — Microsoft Corp

CIK 1645382 Santa Barbara, CA

Back to MSFT Full portfolio

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$152,719,186

-$50,993,164 QoQ

Shares Held

412,565

-2.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

10.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$22,654,404

PutShares

61,200

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 Mar 31, 2026

MISSION WEALTH MANAGEMENT, LP holds $180,886,615 across 14 Software - Infrastructure names. MSFT ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	412,565	$152,719,186
2	ORCL	Oracle Corp	78,208	$11,505,178
3	AKAM	Akamai Technologies Inc	41,520	$4,768,572
4	PANW	Palo Alto Networks Inc	18,642	$2,988,685
5	PLTR	Palantir Technologies Inc.	14,831	$2,169,478
6	NET	Cloudflare, Inc.	8,653	$1,785,460
7	IOT	Samsara Inc.	41,732	$1,322,487
8	ZS	Zscaler, Inc.	6,208	$870,920

All Filings in MSFT

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$152,719,186	412,565	+574.1%	Shares	Sole	2026-05-15
2026-03-31	$22,654,404	61,200	+5.2%	Put	Sole	2026-05-15
2025-12-31	$28,146,684	58,200	-86.2%	Put	Sole	2026-02-05
2025-12-31	$203,712,350	421,224	+410.0%	Shares	Sole	2026-02-05
2025-09-30	$42,782,670	82,600	-79.8%	Put	Sole	2025-11-04
2025-09-30	$211,959,124	409,227	+565.4%	Shares	Sole	2025-11-04
2025-06-30	$30,590,715	61,500	-85.3%	Put	Sole	2025-08-05
2025-06-30	$207,802,975	417,770	+554.8%	Shares	Sole	2025-08-05
2025-03-31	$23,949,882	63,800	-83.5%	Put	Sole	2025-04-17
2025-03-31	$144,871,634	385,923	+128541.0%	Shares	Sole	2025-04-17
2024-12-31	$126,450	300	-99.9%	Call	Sole	2025-02-06
2024-12-31	$158,690,535	376,490	+681.1%	Shares	Sole	2025-02-06
2024-12-31	$20,316,300	48,200	-87.2%	Put	Sole	2025-02-06
2024-09-30	$162,381,880	377,369	+94242.2%	Shares	Sole	2024-10-31
2024-09-30	$172,120	400	-99.2%	Call	Sole	2024-10-31
2024-09-30	$22,246,510	51,700	+12825.0%	Put	Sole	2024-10-31
2024-06-30	$178,780	400	-99.3%	Call	Sole	2024-08-05
2024-06-30	$23,867,130	53,400	-84.9%	Put	Sole	2024-08-05
2024-06-30	$158,203,762	353,963	+654.7%	Shares	Sole	2024-08-05
2024-03-31	$19,731,768	46,900	-86.9%	Put	Sole	2024-04-30
2024-03-31	$150,635,430	358,042	+14221.7%	Shares	Sole	2024-04-30
2024-03-31	$1,051,800	2,500	-94.1%	Call	Sole	2024-04-30
2023-12-31	$15,944,096	42,400	-86.4%	Put	Sole	2024-02-05
2023-12-31	$116,948,063	310,999	+310899.0%	Shares	Sole	2024-02-05
2023-12-31	$37,604	100	-99.8%	Call	Sole	2024-02-05
2023-09-30	$14,682,375	46,500	-83.9%	Put	Sole	2023-10-24
2023-09-30	$91,374,892	289,390	+11.3%	Shares	Sole	2023-10-24
2023-06-30	$88,530,524	259,971	+1360.5%	Shares	Sole	2023-08-04
2023-06-30	$6,061,612	17,800	+100.0%	Put	Sole	2023-08-04
2023-03-31	$2,565,870	8,900	-96.4%	Put	Sole	2023-04-07
2023-03-31	$70,395,940	244,176	+2225.5%	Shares	Sole	2023-04-07
2022-12-31	$2,518,110	10,500	-94.7%	Put	Sole	2023-02-02
2022-12-31	$47,296,820	197,218	-9.8%	Shares	Sole	2023-02-02
2022-09-30	$50,915,899	218,617	+971.7%	Shares	Sole	2022-10-12
2022-09-30	$4,751,160	20,400	-89.6%	Put	Sole	2022-10-12
2022-06-30	$50,201,275	195,465	+691.4%	Shares	Sole	2022-07-27
2022-06-30	$6,343,701	24,700	-86.5%	Put	Sole	2022-07-27
2022-03-31	$56,542,204	183,394	+11362.1%	Shares	Sole	2022-04-25
2022-03-31	$493,296	1,600	-93.0%	Call	Sole	2022-04-25
2022-03-31	$6,998,637	22,700	-87.5%	Put	Sole	2022-04-25
2021-12-31	$61,300,037	182,267	+759.8%	Shares	Sole	2022-02-11
2021-12-31	$7,129,984	21,200	-87.9%	Put	Sole	2022-02-11
2021-09-30	$49,307,526	174,899	+721.1%	Shares	Sole	2021-11-05
2021-09-30	$6,004,896	21,300	+273.7%	Put	Sole	2021-11-05
2021-06-30	$1,544,130	5,700	-96.2%	Put	Sole	2021-08-10
2021-06-30	$40,801,603	150,615	+2689.2%	Shares	Sole	2021-08-10
2021-06-30	$1,462,860	5,400	-98.2%	Call	Sole	2021-08-10
2021-03-31	$69,445,817	294,549	+9104.7%	Shares	Sole	2021-05-10
2021-03-31	$754,464	3,200	-67.0%	Put	Sole	2021-05-10
2021-03-31	$2,286,969	9,700	—	Call	Sole	2021-05-10
No filing history on record for this holder in this stock.