Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,598,896
-$233,844 QoQ
Shares Held
9,648
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#3,776
of 6,189 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AXS Investments LLC holds $21,463,321 across 9 Software - Infrastructure names. MSFT ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,291 | $4,934,090 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,979 | $3,744,058 | |
| 3 | MSFT |
Microsoft Corp
This page
|
9,648 | $3,598,896 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
17,776 | $3,391,394 | |
| 5 | ORCL |
Oracle Corp
|
15,849 | $2,322,670 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,295 | $1,120,657 | |
| 7 | SNPS |
Synopsys Inc
|
2,396 | $1,068,783 | |
| 8 | NET |
Cloudflare, Inc.
|
3,178 | $779,499 |
All Filings in MSFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,598,896 | 9,648 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,832,740 | 10,354 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,287,901 | 10,934 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $5,739,403 | 11,081 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $7,435,284 | 14,948 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,420,631 | 14,440 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,101,212 | 14,475 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,756,553 | 13,378 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,883,923 | 15,402 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,647,530 | 22,931 | Shares | Sole | 2024-08-16 | |
| 2023-12-31 | $7,403,851 | 19,689 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,980,601 | 22,108 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,741,155 | 22,732 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,569,893 | 26,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,737,982 | 28,096 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,856,343 | 29,439 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,682,298 | 29,912 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,435,834 | 37,092 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,083,158 | 47,821 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,322,768 | 4,692 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $13,782,308 | 50,876 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $7,497,957 | 31,802 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||