Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,804,630
+$85,305 QoQ
Shares Held
18,242
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#2,896
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MTM Investment Management, LLC holds $8,055,364 across 9 Software - Infrastructure names. MSFT ranks #1 (84.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
18,242 | $6,804,630 | |
| 2 | GDDY |
GoDaddy Inc.
|
7,478 | $634,732 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,188 | $226,652 | |
| 4 | ORCL |
Oracle Corp
|
1,037 | $151,972 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
827 | $96,486 | |
| 6 | CRWV |
CoreWeave, Inc.
|
611 | $60,818 | |
| 7 | PANW |
Palo Alto Networks Inc
|
150 | $51,153 | |
| 8 | FTNT |
Fortinet, Inc.
|
175 | $26,883 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,804,630 | 18,242 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,719,325 | 18,152 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,603,599 | 17,790 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,256,284 | 17,871 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,062,312 | 18,219 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,652,661 | 17,722 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,882,050 | 18,700 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $8,184,306 | 19,020 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,678,428 | 19,417 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,176,272 | 19,434 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,199,285 | 19,145 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,133,128 | 19,424 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,733,497 | 19,773 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,130,411 | 21,264 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,151,333 | 21,480 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,207,644 | 22,360 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,691,866 | 22,162 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,702,351 | 21,739 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,102,069 | 21,117 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,990,518 | 21,249 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,971,990 | 22,045 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,244,232 | 22,243 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,879,005 | 21,936 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||