Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,769,393
+$475,535 QoQ
Shares Held
26,190
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#2,441
of 6,193 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$559,530
CallShares
1,500
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, 2026Revolve Wealth Partners, LLC holds $12,889,665 across 7 Software - Infrastructure names. MSFT ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
26,190 | $9,769,393 | |
| 2 | ORCL |
Oracle Corp
|
6,651 | $974,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,434 | $750,654 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,355 | $462,082 | |
| 5 | TWLO |
Twilio Inc
|
1,848 | $381,297 | |
| 6 | NTAP |
NetApp, Inc.
|
2,191 | $339,079 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,383 | $212,456 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,530 | 1,500 | Call | Sole | 2026-07-09 | |
| 2026-06-30 | $9,769,393 | 26,190 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,293,858 | 25,107 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,038,878 | 26,961 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $14,836,159 | 28,644 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,621,572 | 27,385 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,479,762 | 27,917 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,668,806 | 27,684 | Shares | Sole | 2025-03-19 | |
| 2024-09-30 | $11,263,102 | 26,175 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,520,756 | 23,539 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,923,943 | 23,588 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $376,040 | 1,000 | Call | Sole | 2024-01-12 | |
| 2023-12-31 | $8,480,454 | 22,552 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,089,219 | 22,452 | Shares | Sole | 2023-10-10 | |
| 2023-09-30 | $1,578,750 | 5,000 | Call | Sole | 2023-10-10 | |
| 2023-06-30 | $7,528,998 | 22,109 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,108,500 | 21,188 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $5,021,351 | 20,938 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,895,790 | 21,021 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,231,883 | 20,371 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $5,815,343 | 18,862 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,073,939 | 18,060 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||