Position in MSFT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$13,077,735
-$1,789,227 QoQ
Shares Held
35,329
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99.31501033145574.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6849896685442555.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$297,990
PutShares
1,100
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 Mar 31, 2026Clear Creek Financial Management, LLC holds $23,511,200 across 12 Software - Infrastructure names. MSFT ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,329 | $13,077,735 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
28,212 | $4,126,851 | |
| 3 | ORCL |
Oracle Corp
|
9,499 | $1,397,397 | |
| 4 | SNPS |
Synopsys Inc
|
2,943 | $1,166,840 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
10,695 | $1,043,858 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,806 | $610,177 | |
| 7 | FTNT |
Fortinet, Inc.
|
6,349 | $518,840 | |
| 8 | GTLB |
Gitlab Inc.
|
22,283 | $482,204 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,077,735 | 35,329 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,866,962 | 30,741 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,972,542 | 30,838 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,759,149 | 29,672 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,091,272 | 29,546 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $11,935,194 | 28,316 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,821,631 | 27,473 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,020,273 | 26,894 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,043,479 | 26,249 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,391,865 | 27,635 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,561,561 | 27,115 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,096,163 | 26,711 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,922,484 | 27,480 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,847,100 | 28,551 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,963,942 | 29,901 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,943,751 | 30,930 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $9,527,395 | 30,902 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,231,863 | 30,423 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,273,194 | 32,893 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $8,857,346 | 32,696 | Shares | Sole | 2021-07-30 | |
| 2021-06-30 | $297,990 | 1,100 | Put | Sole | 2021-07-30 | |
| 2021-03-31 | $1,237,792 | 5,250 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,697,066 | 30,110 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $5,336,032 | 26,220 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,016,637 | 12,787 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||