Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,924,796
-$9,040,807 QoQ
Shares Held
50,734
-32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,750
of 6,216 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NZS Capital, LLC holds $198,690,568 across 8 Software - Infrastructure names. MSFT ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOST |
Toast, Inc.
|
1,610,331 | $44,799,408 | |
| 2 | SAIL |
SailPoint, Inc.
|
2,530,450 | $37,045,788 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
190,848 | $36,410,935 | |
| 4 | NET |
Cloudflare, Inc.
|
136,583 | $33,501,078 | |
| 5 | MSFT |
Microsoft Corp
This page
|
50,734 | $18,924,796 | |
| 6 | SNPS |
Synopsys Inc
|
28,972 | $12,923,540 | |
| 7 | SABR |
Sabre Corp
|
5,511,121 | $11,518,242 | |
| 8 | IOT |
Samsara Inc.
|
109,984 | $3,566,781 |
All Filings in MSFT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,924,796 | 50,734 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,965,603 | 75,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,811,093 | 74,048 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $38,353,161 | 74,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,832,215 | 74,048 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $61,904,063 | 164,906 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $102,130,293 | 242,302 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $154,119,260 | 358,167 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $169,668,924 | 379,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $169,469,381 | 402,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $139,413,821 | 370,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $136,731,117 | 433,036 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $149,316,233 | 438,469 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $117,289,665 | 406,832 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,504,343 | 285,649 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $68,631,204 | 294,681 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,961,267 | 210,105 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $76,133,454 | 246,938 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $88,775,699 | 263,962 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $72,801,047 | 258,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $78,375,162 | 289,314 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||