Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,603,026
+$724,129 QoQ
Shares Held
25,744
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#2,461
of 6,179 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, 2026McAdam, LLC holds $21,373,628 across 13 Software - Infrastructure names. MSFT ranks #1 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
25,744 | $9,603,026 | |
| 2 | ORCL |
Oracle Corp
|
20,562 | $3,013,361 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,048 | $2,339,000 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
8,104 | $1,546,121 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,673 | $1,252,566 | |
| 6 | NTCT |
Netscout Systems Inc
|
26,050 | $1,134,477 | |
| 7 | NTAP |
NetApp, Inc.
|
3,403 | $526,648 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
3,027 | $475,329 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,603,026 | 25,744 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,878,897 | 23,986 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,263,509 | 23,290 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,838,103 | 20,925 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,860,364 | 17,813 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,394,393 | 17,034 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $7,544,007 | 17,898 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,002,271 | 16,273 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $6,680,114 | 14,946 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,771,016 | 13,717 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,280,620 | 16,702 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,269,867 | 16,690 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,556,250 | 16,316 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,476,145 | 15,526 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,083 | 12,140 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,211,923 | 13,791 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,646,472 | 14,198 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,188,391 | 13,585 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $4,082,924 | 12,140 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $3,330,602 | 11,814 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $3,180,636 | 11,741 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,059,078 | 4,492 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $980,872 | 4,410 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $909,677 | 4,325 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $766,418 | 3,766 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $546,938 | 3,468 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||