Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$16,376,324
+$718,133 QoQ
Shares Held
43,902
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#1,895
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Sep 30, 2025CallValue
$517
CallShares
1
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, 2026Royal Fund Management, LLC holds $42,903,745 across 15 Software - Infrastructure names. MSFT ranks #1 (38.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
43,902 | $16,376,324 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
42,427 | $4,949,958 | |
| 3 | XYZ |
Block, Inc.
|
57,920 | $4,401,920 | |
| 4 | CRWV |
CoreWeave, Inc.
|
42,000 | $4,180,680 | |
| 5 | IOT |
Samsara Inc.
|
85,300 | $2,766,279 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
46,092 | $2,198,415 | |
| 7 | RBRK |
Rubrik, Inc.
|
17,515 | $1,406,104 | |
| 8 | TOST |
Toast, Inc.
|
45,800 | $1,274,156 |
All Filings in MSFT
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,376,324 | 43,902 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,658,191 | 42,300 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $18,261,491 | 37,760 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $517 | 1 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $17,661,059 | 34,098 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $49,741 | 100 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $30,999,586 | 62,322 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,539 | 100 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $13,744,529 | 36,614 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,544,920 | 36,880 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $43,030 | 100 | Call | Sole | 2024-10-08 | |
| 2024-09-30 | $28,414,860 | 66,035 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $15,771,971 | 35,288 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $18,048,046 | 42,898 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $112,812 | 300 | Call | Sole | 2024-02-06 | |
| 2023-12-31 | $15,902,731 | 42,290 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,004,795 | 41,187 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $14,032,291 | 41,206 | Shares | Sole | 2023-07-12 | |
| 2023-06-30 | $68,108 | 200 | Call | Sole | 2023-07-12 | |
| 2023-03-31 | $13,219,419 | 45,853 | Shares | Sole | 2023-04-10 | |
| 2023-03-31 | $1,239,690 | 4,300 | Call | Sole | 2023-04-10 | |
| 2022-12-31 | $11,098,150 | 46,277 | Shares | Sole | 2023-01-20 | |
| 2022-12-31 | $1,079,190 | 4,500 | Call | Sole | 2023-01-20 | |
| 2022-09-30 | $9,489,743 | 40,746 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $465,800 | 2,000 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $10,866,990 | 42,312 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $539,343 | 2,100 | Call | Sole | 2022-07-28 | |
| 2022-03-31 | $11,832,321 | 38,378 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,088,444 | 41,890 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,723,643 | 41,585 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $10,909,413 | 40,271 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,462,728 | 35,894 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,227,537 | 32,495 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,456,289 | 30,696 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,550,531 | 27,274 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,239,402 | 26,881 | Shares | Sole | 2020-05-08 | |
| 2020-03-31 | $5,835 | 37 | Call | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||