Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$88,186,028
+$82,593,872 QoQ
Shares Held
236,411
+1464.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#36
of 742 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 37.61838493132722.ToString("F0")%
Shared 0.ToString("F0")%
None 62.38161506867278.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$6,448,366
PutShares
15,327
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $599,811,129 across 24 Software - Infrastructure names. MSFT ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
1,073,881 | $366,214,897 | |
| 2 | MSFT |
Microsoft Corp
This page
|
236,411 | $88,186,028 | |
| 3 | ORCL |
Oracle Corp
|
198,382 | $29,072,881 | |
| 4 | SNPS |
Synopsys Inc
|
44,214 | $19,722,537 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
134,171 | $15,653,730 | |
| 6 | FTNT |
Fortinet, Inc.
|
93,748 | $14,401,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
90,395 | $10,685,592 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
55,231 | $10,537,245 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,186,028 | 236,411 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,592,156 | 15,107 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $5,331,424 | 11,024 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $8,193,968 | 15,820 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $8,139,118 | 16,363 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $6,117,353 | 16,296 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $6,596,895 | 15,651 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $6,760,012 | 15,710 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,927,723 | 15,500 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $6,448,366 | 15,327 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $5,563,133 | 14,794 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $4,831,288 | 15,301 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $5,197,999 | 15,264 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $4,511,029 | 15,647 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,858,943 | 16,091 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $3,709,395 | 15,927 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $4,051,233 | 15,774 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $4,073,390 | 13,212 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $4,443,457 | 13,212 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,737,413 | 13,257 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $3,591,320 | 13,257 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,162,147 | 13,412 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $2,897,242 | 13,026 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||