Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,892,756
+$1,307,347 QoQ
Shares Held
37,244
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#2,044
of 6,092 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)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$261,114
CallShares
700
PutValue
$0
PutShares
0
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, 2026Perennial Investment Advisors, LLC holds $28,494,362 across 11 Software - Infrastructure names. MSFT ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
37,244 | $13,892,756 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,089 | $5,493,873 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,885 | $3,029,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,795 | $2,896,116 | |
| 5 | ORCL |
Oracle Corp
|
10,982 | $1,609,412 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,795 | $429,367 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,362 | $334,653 | |
| 8 | TWLO |
Twilio Inc
|
1,494 | $308,257 |
All Filings in MSFT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,114 | 700 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $13,892,756 | 37,244 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,585,409 | 33,999 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,529,164 | 34,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $258,975 | 500 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $17,390,689 | 33,576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,767,982 | 35,721 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,687,431 | 33,798 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,152,486 | 31,204 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,782,922 | 29,707 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,296,762 | 29,750 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $89,390 | 200 | Call | Sole | 2024-08-09 | |
| 2024-03-31 | $12,130,619 | 28,833 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,844,241 | 28,838 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,989,718 | 28,471 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,477,568 | 27,831 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,028,290 | 27,847 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,973,676 | 24,909 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,909,837 | 25,375 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,299,365 | 28,421 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,054,756 | 29,369 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,934,556 | 29,539 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,131,418 | 28,843 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,758,846 | 28,641 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,240,831 | 26,470 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,637,679 | 25,347 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $5,131,421 | 24,397 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,525,655 | 22,238 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,198,674 | 20,282 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||