Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,781,597
-$6,046,645 QoQ
Shares Held
262,135
-6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#746
of 6,194 holders
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026World Investment Advisors holds $137,283,472 across 18 Software - Infrastructure names. MSFT ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
262,135 | $97,781,597 | |
| 2 | ORCL |
Oracle Corp
|
67,469 | $9,887,581 | |
| 3 | PANW |
Palo Alto Networks Inc
|
25,616 | $8,735,568 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
29,120 | $5,555,659 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
44,680 | $5,212,815 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
31,705 | $4,166,988 | |
| 7 | SNPS |
Synopsys Inc
|
4,908 | $2,189,311 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,813 | $739,373 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,781,597 | 262,135 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,828,242 | 280,488 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $131,749,694 | 272,424 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $115,530,300 | 223,053 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $110,910,989 | 222,977 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $70,636,760 | 188,169 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $75,833,329 | 179,913 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $66,129,794 | 153,683 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $24,521,017 | 54,863 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $6,320,055 | 15,022 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,299,845 | 24,731 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,254,474 | 3,973 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,312,781 | 3,855 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $944,470 | 3,276 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $731,930 | 3,052 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,097,191 | 4,711 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,212,751 | 4,722 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,459,231 | 4,733 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,543,708 | 4,590 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,266,948 | 4,494 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,256,163 | 4,637 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,088,550 | 4,617 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,009,564 | 4,539 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $652,443 | 3,102 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $634,747 | 3,119 | 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. | ||||||