Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,600,215
-$87,276 QoQ
Shares Held
17,694
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Truvestments Capital LLC holds $24,214,651 across 43 Software - Infrastructure names. MSFT ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,600,215 | 17,694 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,687,491 | 18,066 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,569,746 | 17,720 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,027,350 | 17,429 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,988,404 | 16,060 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,231,849 | 16,601 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,686,676 | 15,864 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,693,316 | 15,555 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,065,457 | 9,096 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,806,674 | 9,048 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,884,493 | 10,330 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,263,907 | 10,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,422,767 | 10,051 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,851,575 | 9,891 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,479,259 | 10,338 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,457,793 | 10,553 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,937,364 | 11,437 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,616,784 | 11,731 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,870,370 | 11,508 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,123,391 | 11,079 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,972,314 | 10,972 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,223,447 | 13,672 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,669,039 | 12,000 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,486,941 | 11,824 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,310,041 | 11,351 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,532,468 | 9,717 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||