Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$425,644,169
+$11,765,977 QoQ
Shares Held
1,141,076
+2.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#340
of 6,179 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, 2026Varma Mutual Pension Insurance Co holds $608,501,824 across 8 Software - Infrastructure names. MSFT ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,141,076 | $425,644,169 | |
| 2 | PANW |
Palo Alto Networks Inc
|
118,624 | $40,453,156 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
322,300 | $37,602,741 | |
| 4 | ORCL |
Oracle Corp
|
239,618 | $35,116,017 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
160,860 | $30,689,675 | |
| 6 | SNPS |
Synopsys Inc
|
35,515 | $15,842,176 | |
| 7 | NET |
Cloudflare, Inc.
|
53,180 | $13,043,990 | |
| 8 | XYZ |
Block, Inc.
|
133,025 | $10,109,900 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,644,169 | 1,141,076 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $413,878,192 | 1,118,076 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $551,170,107 | 1,139,676 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $602,570,599 | 1,163,376 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $522,019,857 | 1,049,476 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $388,031,633 | 1,033,676 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $414,661,584 | 983,776 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $476,030,562 | 1,106,276 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $575,169,228 | 1,286,876 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $553,529,523 | 1,315,672 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $304,544,266 | 809,872 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $289,186,268 | 915,871 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $299,547,497 | 879,625 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $265,307,498 | 920,248 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $246,834,255 | 1,029,248 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $303,629,168 | 1,303,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,372,201 | 982,643 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $360,150,168 | 1,168,143 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $206,044,093 | 612,643 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $172,716,314 | 612,643 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $175,446,488 | 647,643 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $162,125,590 | 687,643 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $294,182,256 | 1,322,643 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $179,343,974 | 852,679 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $169,665,879 | 833,698 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $82,009,200 | 520,000 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||