Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,272,091
+$10,267 QoQ
Shares Held
22,176
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.45%
of 13F equity value
Holder Rank
#2,627
of 6,179 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026High Note Wealth, LLC holds $18,477,009 across 22 Software - Infrastructure names. MSFT ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
22,176 | $8,272,091 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
67,328 | $7,855,157 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
27,728 | $1,322,521 | |
| 4 | ORCL |
Oracle Corp
|
3,958 | $580,044 | |
| 5 | FFIV |
F5, Inc.
|
484 | $201,324 | |
| 6 | PANW |
Palo Alto Networks Inc
|
265 | $90,370 | |
| 7 | TOST |
Toast, Inc.
|
1,277 | $35,526 | |
| 8 | SNPS |
Synopsys Inc
|
46 | $20,519 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,272,091 | 22,176 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,261,824 | 22,319 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,677,845 | 22,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,403,187 | 22,016 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,868,408 | 21,850 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $7,999,560 | 21,310 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,191,229 | 21,806 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $9,370,643 | 21,777 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $9,694,792 | 21,691 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,592,785 | 20,424 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,339,548 | 19,518 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $6,023,878 | 19,078 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,327,233 | 18,580 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,070,219 | 14,118 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,383,380 | 14,108 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,787,186 | 16,261 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,992,422 | 15,545 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,154,785 | 13,476 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,869,145 | 8,531 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,408,442 | 8,543 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,314,569 | 8,544 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,008,288 | 8,518 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,840,080 | 8,273 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||