Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,471,790
-$111,740 QoQ
Shares Held
28,073
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#2,360
of 6,179 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, 2026CVA Family Office, LLC holds $14,975,426 across 51 Software - Infrastructure names. MSFT ranks #1 (69.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,073 | $10,471,790 | |
| 2 | ORCL |
Oracle Corp
|
10,103 | $1,480,594 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,136 | $599,217 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,092 | $589,907 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,164 | $396,947 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,700 | $261,154 | |
| 7 | SNPS |
Synopsys Inc
|
400 | $178,428 | |
| 8 | NET |
Cloudflare, Inc.
|
489 | $119,941 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,471,790 | 28,073 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,583,530 | 28,591 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,574,120 | 26,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,295,258 | 25,669 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,764,038 | 25,661 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,308,545 | 24,797 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $10,202,407 | 24,205 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $9,691,216 | 22,522 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,106,880 | 22,613 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,327,783 | 22,171 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $8,318,004 | 22,120 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,987,863 | 22,131 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,245,669 | 21,277 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,716,700 | 19,829 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,309,565 | 17,970 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $4,270,920 | 18,338 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $4,789,622 | 18,649 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,435,813 | 17,631 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,400,626 | 16,058 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,429,052 | 5,069 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,332,503 | 15,993 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,505,999 | 10,629 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,103,870 | 4,963 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,066,162 | 5,069 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $931,668 | 4,578 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $620,904 | 3,937 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||