Gerber Kawasaki Wealth & Investment Management
Position in MSFT — Microsoft Corp
CIK 1666736
SANTA MONICA, CA
Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$59,707,819
+$6,234,912 QoQ
Shares Held
160,066
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#954
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2020CallValue
$946
CallShares
6
PutValue
$0
PutShares
0
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, 2026Gerber Kawasaki Wealth & Investment Management holds $85,888,613 across 10 Software - Infrastructure names. MSFT ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
160,066 | $59,707,819 | |
| 2 | PANW |
Palo Alto Networks Inc
|
20,715 | $7,064,229 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
33,404 | $6,372,982 | |
| 4 | NTNX |
Nutanix, Inc.
|
100,135 | $5,102,879 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
38,183 | $4,454,810 | |
| 6 | ORCL |
Oracle Corp
|
9,011 | $1,320,562 | |
| 7 | NET |
Cloudflare, Inc.
|
2,777 | $681,142 | |
| 8 | IOT |
Samsara Inc.
|
20,092 | $651,583 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,707,819 | 160,066 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $53,472,907 | 144,455 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $64,771,226 | 133,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $70,131,465 | 135,402 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $66,959,344 | 134,616 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $51,343,216 | 136,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $57,610,198 | 136,679 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,915,367 | 134,593 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,883,254 | 133,982 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,817,763 | 132,672 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $48,873,542 | 129,969 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $39,545,477 | 125,243 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,451,035 | 124,658 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $36,604,874 | 126,968 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $30,367,687 | 126,627 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $29,684,735 | 127,457 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $31,808,909 | 123,852 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $36,264,347 | 117,623 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $35,947,898 | 106,886 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $221,871 | 787 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,687,658 | 91,132 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $19,712,022 | 83,607 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $17,335,414 | 77,940 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $15,351,986 | 72,990 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $14,037,712 | 68,978 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $946 | 6 | Call | Sole | 2020-05-05 | |
| 2020-03-31 | $10,315,495 | 65,408 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||