Position in MSFT
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$68,363,365
-$18,967,767 QoQ
Shares Held
184,681
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2021CallValue
$67,264
CallShares
200
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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $104,371,396 across 24 Software - Infrastructure names. MSFT ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
184,681 | $68,363,365 | |
| 2 | ORCL |
Oracle Corp
|
69,484 | $10,221,791 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
40,940 | $5,988,703 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,417 | $2,792,293 | |
| 5 | GCT |
GigaCloud Technology Inc
|
57,723 | $2,619,469 | |
| 6 | TWLO |
Twilio Inc
|
19,666 | $2,474,376 | |
| 7 | CRWV |
CoreWeave, Inc.
|
27,899 | $2,161,335 | |
| 8 | NTCT |
Netscout Systems Inc
|
53,064 | $1,686,904 |
All Filings in MSFT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,363,365 | 184,681 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $87,331,132 | 180,578 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $92,606,352 | 178,794 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $83,908,590 | 168,691 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $58,088,599 | 154,742 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $64,093,290 | 152,060 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $63,107,798 | 146,660 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $66,296,093 | 148,330 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $59,231,065 | 140,785 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $48,580,231 | 129,189 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $40,715,015 | 128,947 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $42,150,679 | 123,776 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $34,408,316 | 119,349 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $26,454,064 | 110,308 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $27,913,996 | 119,854 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $17,174,478 | 66,871 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $19,372,967 | 62,836 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $21,480,422 | 63,869 | Shares | Sole | 2022-01-18 | |
| 2021-12-31 | $67,264 | 200 | Call | Sole | 2022-01-18 | |
| 2021-09-30 | $14,152,947 | 50,202 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $12,472,506 | 46,041 | Shares | Sole | 2021-07-20 | |
| 2021-06-30 | $270,900 | 1,000 | Call | Sole | 2021-07-20 | |
| 2021-03-31 | $9,219,078 | 39,102 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,925,936 | 31,139 | Shares | Sole | 2021-01-19 | |
| 2020-12-31 | $177,936 | 800 | Call | Sole | 2021-01-19 | |
| 2020-09-30 | $126,198 | 600 | Call | Sole | 2020-10-23 | |
| 2020-09-30 | $5,829,085 | 27,714 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,182,992 | 25,468 | Shares | Sole | 2020-07-15 | |
| 2020-06-30 | $142,457 | 700 | Call | Sole | 2020-07-15 | |
| 2020-03-31 | $3,012,418 | 19,101 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||