Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,118,433
+$999,610 QoQ
Shares Held
37,849
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.19%
of 13F equity value
Holder Rank
#2,047
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, 2026Optas, LLC holds $29,016,797 across 18 Software - Infrastructure names. MSFT ranks #1 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
37,849 | $14,118,433 | |
| 2 | XYZ |
Block, Inc.
|
56,337 | $4,281,612 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,888 | $2,203,662 | |
| 4 | NET |
Cloudflare, Inc.
|
7,830 | $1,920,540 | |
| 5 | ORCL |
Oracle Corp
|
10,794 | $1,581,860 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,167 | $1,080,009 | |
| 7 | TWLO |
Twilio Inc
|
3,257 | $672,015 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,949 | $606,645 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,118,433 | 37,849 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $13,118,823 | 35,440 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $17,270,069 | 35,710 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,761,378 | 32,361 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $15,869,864 | 31,905 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,163,346 | 29,738 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $13,015,919 | 30,880 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $12,646,515 | 29,390 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $12,287,995 | 27,493 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,110,372 | 26,408 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $9,800,353 | 26,062 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $8,186,132 | 25,926 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $8,779,801 | 25,782 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $7,260,256 | 25,183 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $5,995,737 | 25,001 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $5,671,111 | 24,350 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $6,037,041 | 23,506 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $7,062,454 | 22,907 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $7,616,300 | 22,646 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $6,598,615 | 23,406 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $6,795,251 | 25,084 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,842,141 | 24,779 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $5,859,206 | 26,343 | Shares | Other | 2021-01-27 | |
| 2020-09-30 | $8,426,651 | 40,064 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $4,975,816 | 24,450 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,926,939 | 18,559 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||