Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$323,407
+$102,047 QoQ
Shares Held
867
+45.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#5,946
of 6,194 holders
Holding Since
Dec 2024
7 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, 2026Luminist Capital LLC holds $381,251 across 7 Software - Infrastructure names. MSFT ranks #1 (84.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
867 | $323,407 | |
| 2 | ORCL |
Oracle Corp
|
106 | $15,533 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
128 | $14,932 | |
| 4 | PANW |
Palo Alto Networks Inc
|
30 | $10,230 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48 | $9,157 | |
| 6 | PGY |
Pagaya Technologies Ltd.
|
432 | $7,884 | |
| 7 | PATH |
UiPath, Inc.
|
10 | $108 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,407 | 867 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $221,360 | 598 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $267,441 | 553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $278,657 | 538 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $212,889 | 428 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $141,521 | 377 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $158,905 | 377 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||