Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$28,239,479
+$247,224 QoQ
Shares Held
75,705
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#1,432
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $62,932,322 across 9 Software - Infrastructure names. MSFT ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
75,705 | $28,239,479 | |
| 2 | PANW |
Palo Alto Networks Inc
|
63,911 | $21,794,929 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
39,764 | $7,586,374 | |
| 4 | GEN |
Gen Digital Inc.
|
69,628 | $1,733,040 | |
| 5 | ORCL |
Oracle Corp
|
7,559 | $1,107,771 | |
| 6 | OKTA |
Okta, Inc.
|
6,118 | $834,801 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
6,925 | $807,939 | |
| 8 | RBRK |
Rubrik, Inc.
|
10,050 | $806,814 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,239,479 | 75,705 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $27,992,255 | 75,620 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,596,976 | 75,673 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $39,033,747 | 75,362 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,995,160 | 76,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $28,627,241 | 76,260 | Shares | Sole | 2025-08-25 | |
| 2024-12-31 | $7,305,859 | 17,333 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,402,450 | 17,203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,608,429 | 17,023 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,965,861 | 16,557 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,502,107 | 17,291 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,304,600 | 16,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,419,694 | 15,915 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $4,631,251 | 16,064 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,620,082 | 15,095 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,387,996 | 14,547 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,690,390 | 14,369 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $4,233,712 | 13,732 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,902,847 | 23,498 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $3,861,458 | 13,697 | Shares | Sole | 2022-05-20 | |
| 2021-06-30 | $3,894,729 | 14,377 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,861,304 | 12,136 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,175,934 | 9,783 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,774,974 | 8,439 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,865,779 | 9,168 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,325,394 | 8,404 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||