Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,665,252
+$376,994 QoQ
Shares Held
12,603
+42.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Triumph Capital Management holds $15,013,325 across 36 Software - Infrastructure names. MSFT ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,603 | $4,665,252 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
19,370 | $2,833,443 | |
| 3 | ORCL |
Oracle Corp
|
11,265 | $1,657,194 | |
| 4 | ZS |
Zscaler, Inc.
|
7,490 | $1,050,772 | |
| 5 | OKTA |
Okta, Inc.
|
11,990 | $943,732 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
15,258 | $667,232 | |
| 7 | NTSK |
Netskope Inc
|
68,528 | $581,802 | |
| 8 | PANW |
Palo Alto Networks Inc
|
3,397 | $544,607 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,665,252 | 12,603 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,288,258 | 8,867 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,463,531 | 6,687 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $3,412,232 | 6,860 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $3,513,275 | 9,359 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,518,260 | 8,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,208,334 | 9,780 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,948,529 | 6,597 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $2,729,631 | 6,488 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,719,897 | 7,233 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,166,972 | 10,030 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,350,913 | 9,840 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,217,139 | 11,159 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,864,889 | 11,946 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,695,584 | 11,574 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,120,227 | 12,149 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,992,456 | 9,706 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,266,796 | 6,740 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,608,917 | 5,707 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,676,600 | 6,189 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||