Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,721,620
-$1,256,280 QoQ
Shares Held
9,977
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.55%
of 13F equity value
Holder Rank
#3,732
of 6,194 holders
Holding Since
Dec 2020
20 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, 2026Triton Financial Group Inc holds $13,130,454 across 6 Software - Infrastructure names. MSFT ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
21,688 | $4,137,745 | |
| 2 | MSFT |
Microsoft Corp
This page
|
9,977 | $3,721,620 | |
| 3 | ORCL |
Oracle Corp
|
9,796 | $1,435,603 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
10,765 | $1,414,843 | |
| 5 | MDB |
MongoDB, Inc.
|
3,673 | $1,233,760 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
10,173 | $1,186,883 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,721,620 | 9,977 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $4,977,900 | 10,293 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,282,054 | 10,198 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,070,100 | 10,193 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $4,762,950 | 11,300 | Shares | Sole | 2025-03-10 | |
| 2024-09-30 | $4,988,037 | 11,592 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,221,716 | 11,683 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,957,343 | 11,783 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,881,375 | 12,981 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,869,496 | 15,422 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,170,418 | 15,183 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,370,051 | 15,158 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $3,541,901 | 14,769 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,502,583 | 15,039 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,904,072 | 15,201 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,711,593 | 15,282 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $5,120,231 | 18,162 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $4,908,437 | 18,119 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,349,720 | 18,449 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,135,899 | 18,595 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||