Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$72,755,312
+$6,948,711 QoQ
Shares Held
195,044
+9.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.60%
of 13F equity value
Holder Rank
#872
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$1,678,590
CallShares
4,500
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, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. MSFT ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in MSFT
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678,590 | 4,500 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $72,755,312 | 195,044 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,811,128 | 18,400 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $65,806,601 | 177,774 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $145,086 | 300 | Call | Sole | 2026-01-20 | |
| 2025-12-31 | $60,185,058 | 124,447 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $103,590 | 200 | Call | Sole | 2025-10-21 | |
| 2025-09-30 | $83,810,525 | 161,812 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $69,831,887 | 140,391 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $149,223 | 300 | Call | Sole | 2025-07-23 | |
| 2025-03-31 | $262,773 | 700 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $63,438,657 | 168,994 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $375,390 | 1,000 | Put | Sole | 2025-05-01 | |
| 2024-12-31 | $59,288,190 | 140,660 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $126,450 | 300 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $129,090 | 300 | Call | Sole | 2024-10-25 | |
| 2024-09-30 | $63,909,016 | 148,522 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $491,645 | 1,100 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $69,240,153 | 154,917 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $2,368,835 | 5,300 | Call | Sole | 2024-07-17 | |
| 2024-03-31 | $2,187,744 | 5,200 | Call | Sole | 2024-04-18 | |
| 2024-03-31 | $65,197,295 | 154,966 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $420,720 | 1,000 | Put | Sole | 2024-04-18 | |
| 2023-12-31 | $2,406,656 | 6,400 | Call | Sole | 2024-01-24 | |
| 2023-12-31 | $43,060,716 | 114,511 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $94,725 | 300 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $49,447,081 | 156,602 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $749,188 | 2,200 | Call | Sole | 2023-08-03 | |
| 2023-06-30 | $48,924,700 | 143,668 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $31,049,333 | 107,698 | Shares | Sole | 2023-05-08 | |
| 2023-03-31 | $259,470 | 900 | Call | Sole | 2023-05-08 | |
| 2022-12-31 | $29,107,433 | 121,372 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $349,350 | 1,500 | Call | Sole | 2022-10-26 | |
| 2022-09-30 | $36,320,056 | 155,947 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $31,771,411 | 123,706 | Shares | Sole | 2022-08-02 | |
| 2022-06-30 | $385,245 | 1,500 | Call | Sole | 2022-08-02 | |
| 2022-03-31 | $38,892,073 | 126,146 | Shares | Sole | 2022-05-10 | |
| 2022-03-31 | $4,717,143 | 15,300 | Call | Sole | 2022-05-10 | |
| 2021-12-31 | $39,829,368 | 118,427 | Shares | Sole | 2022-01-31 | |
| 2021-12-31 | $3,531,360 | 10,500 | Call | Sole | 2022-01-31 | |
| 2021-09-30 | $29,584,684 | 104,940 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $1,268,640 | 4,500 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $11,675,790 | 43,100 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $25,111,075 | 92,695 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,351,979 | 22,700 | Call | Sole | 2021-05-18 | |
| 2021-03-31 | $21,340,957 | 90,516 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $23,598,317 | 106,098 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $20,029,725 | 95,230 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $168,264 | 800 | Call | Sole | 2020-10-26 | |
| 2020-06-30 | $162,808 | 800 | Call | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||