Klingman & Associates, LLC

Position in MSFT — Microsoft Corp

CIK 1662449 New York, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,087,100

+$331,213 QoQ

Shares Held

37,765

+1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#2,055

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Klingman & Associates, LLC holds $18,613,010 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	37,765	$14,087,100
2	ORCL	Oracle Corp	14,244	$2,087,458
3	PANW	Palo Alto Networks Inc	2,647	$902,679
4	FFIV	F5, Inc.	1,931	$803,218
5	PLTR	Palantir Technologies Inc.	4,500	$525,015
6	FTNT	Fortinet, Inc.	1,351	$207,540

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,087,100	37,765	+1.6%	Shares	Sole	2026-07-29
2026-03-31	$13,755,887	37,161	+3.9%	Shares	Sole	2026-05-14
2025-12-31	$17,292,800	35,757	+0.6%	Shares	Sole	2026-01-29
2025-09-30	$18,408,978	35,542	+4.4%	Shares	Sole	2025-10-27
2025-06-30	$16,936,810	34,050	+12.5%	Shares	Sole	2025-07-30
2025-03-31	$11,358,175	30,257	+4.8%	Shares	Sole	2025-05-13
2024-12-31	$12,170,812	28,875	-4.1%	Shares	Sole	2025-01-31
2024-09-30	$12,956,763	30,111	+8.4%	Shares	Sole	2024-11-01
2024-06-30	$12,412,248	27,771	+3.2%	Shares	Sole	2024-07-30
2024-03-31	$11,321,575	26,910	+1.0%	Shares	Sole	2024-05-01
2023-12-31	$10,021,089	26,649	-6.0%	Shares	Sole	2024-01-29
2023-09-30	$8,952,144	28,352	-0.5%	Shares	Sole	2023-10-30
2023-06-30	$9,707,092	28,505	+6.9%	Shares	Sole	2023-07-31
2023-03-31	$7,690,114	26,674	-1.4%	Shares	Sole	2023-05-03
2022-12-31	$6,486,171	27,046	+8.8%	Shares	Sole	2023-02-03
2022-09-30	$5,787,099	24,848	+0.5%	Shares	Sole	2022-10-28
2022-06-30	$6,350,121	24,725	-1.4%	Shares	Sole	2022-07-27
2022-03-31	$7,728,715	25,068	+8.9%	Shares	Sole	2022-05-06
2021-12-31	$7,744,104	23,026	+3.4%	Shares	Sole	2022-01-31
2021-09-30	$6,278,922	22,272	-2.7%	Shares	Sole	2021-11-01
2021-06-30	$6,199,817	22,886	+0.9%	Shares	Sole	2021-07-27
2021-03-31	$5,349,621	22,690	+3.8%	Shares	Sole	2021-04-29
2020-12-31	$4,863,880	21,868	+3.2%	Shares	Sole	2021-02-09
2020-09-30	$4,458,996	21,200	+14.6%	Shares	Sole	2020-11-03
2020-06-30	$3,766,156	18,506	+10.4%	Shares	Sole	2020-08-04
2020-03-31	$2,644,638	16,769	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.