Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,231,525
+$142,286 QoQ
Shares Held
40,833
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
#1,973
of 6,194 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, 2026Morse Asset Management, Inc holds $32,346,478 across 10 Software - Infrastructure names. MSFT ranks #1 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
40,833 | $15,231,525 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,531 | $7,342,501 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
25,396 | $4,845,175 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
25,392 | $2,962,484 | |
| 5 | CRWV |
CoreWeave, Inc.
|
13,191 | $1,313,032 | |
| 6 | SNPS |
Synopsys Inc
|
1,093 | $487,554 | |
| 7 | MDB |
MongoDB, Inc.
|
220 | $73,898 | |
| 8 | XYZ |
Block, Inc.
|
850 | $64,600 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,231,525 | 40,833 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,089,239 | 40,763 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,024,769 | 41,406 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $22,260,455 | 42,978 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,374,205 | 42,971 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $17,215,010 | 45,859 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $20,044,854 | 47,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $29,003,941 | 67,404 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $21,159,953 | 47,343 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,877,706 | 44,870 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,835,310 | 44,770 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $14,573,125 | 46,154 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,805,142 | 46,412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,420,076 | 46,549 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,851,184 | 49,417 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,691,580 | 50,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,561,908 | 52,805 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,168,393 | 52,442 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,847,347 | 64,960 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,363,141 | 65,136 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,238,179 | 63,633 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,662,064 | 62,188 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,764,016 | 61,883 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,803,418 | 60,873 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,789,178 | 62,843 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,060,794 | 63,793 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||