Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$196,883,313
+$6,179,133 QoQ
Shares Held
527,809
+2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
5.78%
of 13F equity value
Holder Rank
#524
of 6,189 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, 2026Americana Partners, LLC holds $271,518,624 across 14 Software - Infrastructure names. MSFT ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
527,809 | $196,883,313 | |
| 2 | PANW |
Palo Alto Networks Inc
|
102,475 | $34,946,024 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
157,219 | $18,342,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
63,512 | $12,117,136 | |
| 5 | ORCL |
Oracle Corp
|
41,747 | $6,118,022 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
2,967 | $465,908 | |
| 7 | TWLO |
Twilio Inc
|
2,236 | $461,353 | |
| 8 | SNPS |
Synopsys Inc
|
1,024 | $456,775 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,883,313 | 527,809 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $190,704,180 | 515,180 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $222,902,876 | 460,905 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $225,603,481 | 435,570 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $208,177,028 | 418,522 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $158,461,128 | 422,124 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $175,673,613 | 416,782 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $46,624,295 | 108,353 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $45,463,754 | 101,720 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $43,041,759 | 102,305 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $37,327,234 | 99,264 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $31,091,586 | 98,469 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $26,870,989 | 78,907 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $25,842,347 | 89,637 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $21,439,668 | 89,399 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $21,486,189 | 92,255 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,319,554 | 86,904 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,724,741 | 57,490 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $19,620,236 | 58,338 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $12,752,933 | 45,236 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,022,702 | 11,158 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,363,594 | 10,025 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,146,130 | 9,649 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,000,658 | 9,512 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,956,748 | 9,615 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,766,667 | 11,202 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||