Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,309,060
+$1,080,267 QoQ
Shares Held
8,871
+47.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#3,880
of 6,193 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, 2026Sage Mountain Advisors LLC holds $12,339,210 across 6 Software - Infrastructure names. MSFT ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
42,527 | $6,532,997 | |
| 2 | MSFT |
Microsoft Corp
This page
|
8,871 | $3,309,060 | |
| 3 | PAYO |
Payoneer Global Inc.
|
257,283 | $1,831,854 | |
| 4 | PANW |
Palo Alto Networks Inc
|
731 | $249,285 | |
| 5 | ORCL |
Oracle Corp
|
1,432 | $209,859 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,767 | $206,155 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,309,060 | 8,871 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,228,793 | 6,021 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $32,779,763 | 67,780 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $36,704,008 | 70,864 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,215,959 | 62,757 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $21,610,451 | 57,568 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $25,166,079 | 59,706 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,053,752 | 53,576 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $22,566,952 | 50,491 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,724,985 | 44,507 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $15,935,071 | 42,376 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,350,206 | 45,448 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $14,722,225 | 43,232 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $12,470,416 | 43,255 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,328,701 | 13,880 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,038,879 | 13,048 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,661,368 | 14,256 | Shares | Sole | 2022-08-25 | |
| 2022-03-31 | $3,848,325 | 12,482 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $6,836,040 | 20,326 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,881,474 | 13,768 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,518,720 | 12,989 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,377,740 | 10,085 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,630,338 | 7,330 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||