Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$30,179,929
-$330,222 QoQ
Shares Held
80,907
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#1,379
of 6,189 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)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$5,968,320
PutShares
16,000
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 Jun 30, 2026Avestar Capital, LLC holds $54,192,064 across 17 Software - Infrastructure names. MSFT ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
80,907 | $30,179,929 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,596 | $6,682,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,358 | $4,358,557 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
19,528 | $3,725,649 | |
| 5 | ORCL |
Oracle Corp
|
16,112 | $2,361,213 | |
| 6 | FTNT |
Fortinet, Inc.
|
8,867 | $1,362,148 | |
| 7 | NET |
Cloudflare, Inc.
|
3,907 | $958,308 | |
| 8 | SNPS |
Synopsys Inc
|
1,696 | $756,534 |
All Filings in MSFT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,179,929 | 80,907 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $5,968,320 | 16,000 | Put | Sole | 2026-07-29 | |
| 2026-03-31 | $4,812,210 | 13,000 | Put | Sole | 2026-05-13 | |
| 2026-03-31 | $30,510,151 | 82,422 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $740,340 | 2,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $725,430 | 1,500 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $40,550,569 | 83,848 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $2,418,100 | 5,000 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $2,589,750 | 5,000 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $42,306,673 | 81,681 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $776,925 | 1,500 | Call | Sole | 2025-11-07 | |
| 2025-06-30 | $746,115 | 1,500 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $41,437,237 | 83,306 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $2,487,050 | 5,000 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $1,088,631 | 2,900 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $28,256,356 | 75,272 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $2,139,723 | 5,700 | Put | Sole | 2025-05-14 | |
| 2024-12-31 | $30,881,197 | 73,265 | Shares | Sole | 2025-01-29 | |
| 2024-12-31 | $126,450 | 300 | Call | Sole | 2025-01-29 | |
| 2024-09-30 | $344,240 | 800 | Call | Sole | 2024-11-13 | |
| 2024-09-30 | $29,193,703 | 67,845 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $446,950 | 1,000 | Call | Sole | 2024-08-08 | |
| 2024-06-30 | $28,995,881 | 64,875 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,835,120 | 21,000 | Put | Sole | 2024-05-10 | |
| 2024-03-31 | $1,135,944 | 2,700 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $24,237,679 | 57,610 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,760,400 | 10,000 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $1,240,932 | 3,300 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $18,256,365 | 48,549 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $221,025 | 700 | Call | Sole | 2023-10-20 | |
| 2023-09-30 | $12,853,551 | 40,708 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,362,160 | 4,000 | Call | Sole | 2023-08-02 | |
| 2023-06-30 | $13,077,417 | 38,402 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $10,565,618 | 36,648 | Shares | Sole | 2023-04-20 | |
| 2023-03-31 | $1,758,630 | 6,100 | Call | Sole | 2023-04-20 | |
| 2022-12-31 | $71,946 | 300 | Put | Sole | 2023-01-20 | |
| 2022-12-31 | $335,748 | 1,400 | Call | Sole | 2023-01-20 | |
| 2022-12-31 | $8,950,562 | 37,322 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,099,796 | 34,778 | Shares | Sole | 2022-10-26 | |
| 2022-09-30 | $23,290 | 100 | Call | Sole | 2022-10-26 | |
| 2022-06-30 | $9,176,279 | 35,729 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $847,539 | 3,300 | Call | Sole | 2022-07-28 | |
| 2022-03-31 | $12,639,476 | 40,996 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $1,387,395 | 4,500 | Call | Sole | 2022-04-26 | |
| 2021-12-31 | $8,912,480 | 26,500 | Put | Sole | 2022-02-01 | |
| 2021-12-31 | $13,069,395 | 38,860 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,215,520 | 18,500 | Call | Sole | 2021-11-09 | |
| 2021-09-30 | $10,575,664 | 37,513 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,822,020 | 17,800 | Put | Sole | 2021-08-03 | |
| 2021-06-30 | $10,189,903 | 37,615 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||