Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,135,059
-$3,787,856 QoQ
Shares Held
16,447
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,044
of 6,179 holders
Holding Since
Sep 2021
13 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $51,331,776 across 14 Software - Infrastructure names. MSFT ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
122,251 | $18,780,198 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
46,960 | $8,959,263 | |
| 3 | DOX |
Amdocs Ltd
|
148,176 | $7,488,815 | |
| 4 | MSFT |
Microsoft Corp
This page
|
16,447 | $6,135,059 | |
| 5 | GDDY |
GoDaddy Inc.
|
52,114 | $4,423,436 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
19,447 | $2,268,881 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
97,088 | $633,984 | |
| 8 | PANW |
Palo Alto Networks Inc
|
1,666 | $568,139 |
All Filings in MSFT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,135,059 | 16,447 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $9,922,915 | 20,518 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,180,858 | 13,864 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,444,656 | 14,504 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,218,793 | 10,009 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,114,477 | 2,590 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,921,640 | 13,249 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,801,574 | 6,659 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $594,143 | 1,580 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,221,913 | 10,204 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $2,811,889 | 11,725 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,646,355 | 19,950 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $3,880,910 | 13,766 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||