Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,687,434
-$6,295,807 QoQ
Shares Held
7,260
-60.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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 Mar 31, 2026TWINBEECH CAPITAL LP holds $41,773,971 across 21 Software - Infrastructure names. MSFT ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEN |
Gen Digital Inc.
|
422,102 | $7,948,180 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,800 | $7,730,118 | |
| 3 | IOT |
Samsara Inc.
|
134,645 | $4,266,900 | |
| 4 | WIX |
Wix.com Ltd.
|
42,200 | $3,800,954 | |
| 5 | DBX |
Dropbox, Inc.
|
158,132 | $3,592,759 | |
| 6 | MSFT |
Microsoft Corp
This page
|
7,260 | $2,687,434 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
22,637 | $1,941,801 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
108,667 | $1,838,645 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,687,434 | 7,260 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,983,241 | 18,575 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $25,544,164 | 60,603 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,692,645 | 41,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,731,686 | 12,824 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $227,188 | 540 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,251,806 | 40,559 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,907,051 | 18,708 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $4,214,596 | 17,574 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,250,570 | 26,838 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $3,690,470 | 11,970 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,993,222 | 17,820 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $345,633 | 1,226 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $2,253,114 | 10,130 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||