Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,924,607
-$667,549 QoQ
Shares Held
13,202
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#3,384
of 6,229 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
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 $7,045,796 across 7 Software - Infrastructure names. MSFT ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
13,202 | $4,924,607 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,196 | $606,216 | |
| 3 | ORCL |
Oracle Corp
|
2,742 | $401,838 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,050 | $358,069 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,045 | $314,152 | |
| 6 | KDK |
Kodiak AI, Inc.
|
59,432 | $301,914 | |
| 7 | REKR |
Rekor Systems, Inc.
|
200,000 | $139,000 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,924,607 | 13,202 | Shares | Other | 2026-08-14 | |
| 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. | ||||||