Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$34,950,854
+$714,942 QoQ
Shares Held
93,697
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#1,269
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, 2026LYELL WEALTH MANAGEMENT, LP holds $112,073,092 across 6 Software - Infrastructure names. MSFT ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
173,721 | $59,242,335 | |
| 2 | MSFT |
Microsoft Corp
This page
|
93,697 | $34,950,854 | |
| 3 | NET |
Cloudflare, Inc.
|
55,907 | $13,712,868 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,320 | $3,113,611 | |
| 5 | ORCL |
Oracle Corp
|
4,682 | $686,147 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,148 | $367,277 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,950,854 | 93,697 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $34,235,912 | 92,487 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $44,565,099 | 92,149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $45,120,178 | 87,113 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,816,641 | 90,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $32,534,300 | 86,668 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $33,379,006 | 79,191 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $33,873,216 | 78,720 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $34,725,333 | 77,694 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $31,952,842 | 75,948 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $28,628,301 | 76,131 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $23,526,532 | 74,510 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $25,607,245 | 75,196 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,748,599 | 78,906 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $19,779,873 | 82,478 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $19,362,840 | 83,138 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $21,083,174 | 82,090 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $24,865,509 | 80,651 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $25,933,971 | 77,111 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $21,557,576 | 76,467 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,781,009 | 76,711 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,412,793 | 73,855 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $16,260,681 | 73,108 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $14,200,429 | 67,515 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $13,328,683 | 65,494 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $10,250,361 | 64,995 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||