Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$747,885,701
+$38,269,072 QoQ
Shares Held
2,004,948
+4.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
4.80%
of 13F equity value
Holder Rank
#244
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$11,190,600
CallShares
30,000
PutValue
$150,961,194
PutShares
404,700
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, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. MSFT ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in MSFT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,885,701 | 2,004,948 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $150,961,194 | 404,700 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $11,190,600 | 30,000 | Call | Sole | 2026-08-07 | |
| 2026-03-31 | $129,966,687 | 351,100 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $370,170 | 1,000 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $709,616,629 | 1,917,002 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $895,980,526 | 1,852,654 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $191,948,778 | 396,900 | Put | Defined | 2026-02-10 | |
| 2025-12-31 | $3,143,530 | 6,500 | Call | Sole | 2026-02-10 | |
| 2025-09-30 | $3,366,675 | 6,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $205,574,355 | 396,900 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $952,952,377 | 1,839,854 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,044,561 | 2,100 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $145,741,130 | 293,000 | Put | Defined | 2025-08-13 | |
| 2025-06-30 | $721,739,421 | 1,450,995 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $150,156 | 400 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $65,805,867 | 175,300 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $488,081,701 | 1,300,199 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $337,200 | 800 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $81,223,050 | 192,700 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $461,017,310 | 1,093,754 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $85,414,550 | 198,500 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $425,379,948 | 988,566 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $301,210 | 700 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $357,560 | 800 | Call | Sole | 2024-08-15 | |
| 2024-06-30 | $398,288,317 | 891,125 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $77,456,435 | 173,300 | Put | Defined | 2024-08-15 | |
| 2024-03-31 | $210,360 | 500 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $70,554,744 | 167,700 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $337,621,908 | 802,486 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $59,639,944 | 158,600 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $112,812 | 300 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $281,629,892 | 748,936 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $252,600 | 800 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $45,783,750 | 145,000 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $208,832,944 | 661,387 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $202,302,213 | 594,063 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $749,188 | 2,200 | Call | Sole | 2023-08-09 | |
| 2023-06-30 | $43,861,552 | 128,800 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $159,199,259 | 552,200 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $32,001,300 | 111,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $1,672,140 | 5,800 | Call | Sole | 2023-05-15 | |
| 2022-12-31 | $132,012,755 | 550,466 | Shares | Sole | 2023-02-14 | |
| 2022-12-31 | $1,127,154 | 4,700 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $21,583,800 | 90,000 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $326,060 | 1,400 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $30,113,970 | 129,300 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $131,749,200 | 565,690 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $770,490 | 3,000 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $124,900,024 | 486,314 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||