World Investment Advisors

Position in MSFT — Microsoft Corp

CIK 1652594 SANTA BARBARA, CA

Position in MSFT

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$103,828,242

-$27,921,452 QoQ

Shares Held

280,488

+3.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.60%

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")%

Technology · as of Mar 31, 2026

World Investment Advisors holds $137,388,783 across 21 Software - Infrastructure names. MSFT ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	280,488	$103,828,242
2	ORCL	Oracle Corp	71,574	$10,529,251
3	PLTR	Palantir Technologies Inc.	50,226	$7,347,059
4	CHKP	Check Point Software Technologies Ltd	31,715	$4,530,487
5	PANW	Palo Alto Networks Inc	27,461	$4,402,547
6	SNPS	Synopsys Inc	4,989	$1,978,038
7	CRWD	CrowdStrike Holdings, Inc.	8,379	$817,811
8	FTNT	Fortinet, Inc.	6,548	$535,102

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$103,828,242	280,488	+3.0%	Shares	Sole	2026-04-27
2025-12-31	$131,749,694	272,424	+22.1%	Shares	Sole	2026-03-13
2025-09-30	$115,530,300	223,053	+0.0%	Shares	Sole	2025-10-15
2025-06-30	$110,910,989	222,977	+18.5%	Shares	Sole	2025-08-04
2025-03-31	$70,636,760	188,169	+4.6%	Shares	Sole	2025-04-29
2024-12-31	$75,833,329	179,913	+17.1%	Shares	Sole	2025-02-12
2024-09-30	$66,129,794	153,683	+180.1%	Shares	Sole	2024-11-25
2024-06-30	$24,521,017	54,863	+265.2%	Shares	Sole	2024-08-15
2024-03-31	$6,320,055	15,022	-39.3%	Shares	Sole	2024-05-15
2023-12-31	$9,299,845	24,731	+522.5%	Shares	Sole	2024-02-15
2023-09-30	$1,254,474	3,973	+3.1%	Shares	Sole	2023-11-14
2023-06-30	$1,312,781	3,855	+17.7%	Shares	Sole	2023-08-14
2023-03-31	$944,470	3,276	+7.3%	Shares	Sole	2023-05-15
2022-12-31	$731,930	3,052	-35.2%	Shares	Sole	2023-02-14
2022-09-30	$1,097,191	4,711	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,212,751	4,722	-0.2%	Shares	Sole	2022-08-09
2022-03-31	$1,459,231	4,733	+3.1%	Shares	Sole	2022-05-12
2021-12-31	$1,543,708	4,590	+2.1%	Shares	Sole	2022-02-11
2021-09-30	$1,266,948	4,494	-3.1%	Shares	Sole	2021-11-12
2021-06-30	$1,256,163	4,637	+0.4%	Shares	Sole	2021-08-12
2021-03-31	$1,088,550	4,617	+1.7%	Shares	Sole	2021-05-17
2020-12-31	$1,009,564	4,539	+46.3%	Shares	Sole	2021-02-16
2020-09-30	$652,443	3,102	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$634,747	3,119	-18.7%	Shares	Sole	2020-08-14
2020-03-31	$605,133	3,837	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.