Position in MSFT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$20,873,516
-$6,546,770 QoQ
Shares Held
56,389
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ARTHUR M. COHEN & ASSOCIATES, LLC holds $35,822,321 across 6 Software - Infrastructure names. MSFT ranks #1 (58.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
56,389 | $20,873,516 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,200 | $7,495,872 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,383 | $2,981,625 | |
| 4 | PANW |
Palo Alto Networks Inc
|
15,845 | $2,540,270 | |
| 5 | ORCL |
Oracle Corp
|
10,715 | $1,576,283 | |
| 6 | OSPN |
OneSpan Inc.
|
33,690 | $354,755 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,873,516 | 56,389 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $27,420,286 | 56,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,694,591 | 57,331 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $28,711,997 | 57,723 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $22,133,369 | 58,961 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $25,054,803 | 59,442 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $26,704,418 | 62,060 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $27,626,873 | 61,812 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $25,593,659 | 60,833 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $23,212,573 | 61,729 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $20,028,969 | 63,433 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $21,949,846 | 64,456 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $19,058,359 | 66,106 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $16,257,397 | 67,790 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $16,297,177 | 69,975 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $18,198,460 | 70,858 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $22,115,692 | 71,732 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $25,821,640 | 76,777 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $21,920,689 | 77,755 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $20,920,252 | 77,225 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $18,239,638 | 77,362 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $17,262,461 | 77,612 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $16,095,713 | 76,526 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $14,976,707 | 73,592 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $11,470,721 | 72,733 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||