Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$89,617,308
+$6,384,954 QoQ
Shares Held
240,248
+6.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#782
of 6,194 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$37,302
CallShares
100
PutValue
$111,906
PutShares
300
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, 2026Venture Visionary Partners LLC holds $141,089,629 across 7 Software - Infrastructure names. MSFT ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
240,248 | $89,617,308 | |
| 2 | PANW |
Palo Alto Networks Inc
|
55,542 | $18,940,932 | |
| 3 | ORCL |
Oracle Corp
|
98,367 | $14,415,683 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
75,159 | $8,768,800 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
113,756 | $5,425,734 | |
| 6 | FTNT |
Fortinet, Inc.
|
20,149 | $3,095,289 | |
| 7 | CRWV |
CoreWeave, Inc.
|
8,297 | $825,883 |
All Filings in MSFT
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,302 | 100 | Call | Sole | 2026-07-27 | |
| 2026-06-30 | $111,906 | 300 | Put | Sole | 2026-07-27 | |
| 2026-06-30 | $89,617,308 | 240,248 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $37,017 | 100 | Call | Sole | 2026-05-14 | |
| 2026-03-31 | $83,232,354 | 224,849 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $37,017 | 100 | Put | Sole | 2026-05-14 | |
| 2025-12-31 | $104,933,449 | 216,975 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $110,848,551 | 214,014 | Shares | Sole | 2025-10-06 | |
| 2025-09-30 | $207,180 | 400 | Put | Sole | 2025-10-06 | |
| 2025-06-30 | $198,964 | 400 | Call | Sole | 2025-07-17 | |
| 2025-06-30 | $198,964 | 400 | Put | Sole | 2025-07-17 | |
| 2025-06-30 | $102,813,652 | 206,698 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $83,001,356 | 221,107 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $90,099,656 | 209,388 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $95,043,917 | 212,650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $88,203,527 | 209,649 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $65,246,264 | 206,639 | Shares | Sole | 2023-10-13 | |
| 2023-09-30 | $315,750 | 1,000 | Call | Sole | 2023-10-13 | |
| 2023-06-30 | $69,473,224 | 204,009 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $60,225,581 | 208,899 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $47,550,550 | 198,276 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $45,012,350 | 193,269 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,704,470 | 189,637 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $57,503,823 | 186,513 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $61,083,111 | 181,622 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $50,559,814 | 179,341 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $42,236,560 | 155,912 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $41,205,051 | 174,768 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $34,041,158 | 153,049 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $10,234,657 | 48,660 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $9,106,054 | 44,745 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,869,059 | 43,555 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||