Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,205,121
-$175,670 QoQ
Shares Held
13,954
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.74%
of 13F equity value
Holder Rank
#685
of 1,485 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Realta Investment Advisors holds $17,146,974 across 7 Software - Infrastructure names. MSFT ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
45,703 | $5,332,169 | |
| 2 | MSFT |
Microsoft Corp
This page
|
13,954 | $5,205,121 | |
| 3 | NET |
Cloudflare, Inc.
|
14,885 | $3,650,992 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,983 | $1,332,251 | |
| 5 | ORCL |
Oracle Corp
|
6,354 | $931,178 | |
| 6 | BKKT |
Bakkt, Inc.
|
53,309 | $416,343 | |
| 7 | XYZ |
Block, Inc.
|
3,670 | $278,920 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,205,121 | 13,954 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,380,791 | 14,536 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,137,263 | 14,758 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,178,787 | 13,860 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,794,123 | 13,659 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,136,461 | 13,683 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,279,507 | 14,898 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,842,200 | 15,901 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $16,639,501 | 37,229 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $15,374,791 | 36,544 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $14,176,708 | 37,700 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $11,869,358 | 37,591 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $12,790,001 | 37,558 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,830,967 | 41,037 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $10,416,821 | 43,436 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,568,463 | 41,084 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,247,517 | 39,900 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $13,006,365 | 42,186 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $14,143,601 | 42,054 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $11,174,181 | 39,636 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $10,760,148 | 39,720 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,483,376 | 40,223 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $7,845,420 | 35,273 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $7,753,815 | 36,865 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $7,506,873 | 36,887 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $4,823,718 | 30,586 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||