F/m Investments LLC

Position in MSFT — Microsoft Corp

CIK 1834499 WASHINGTON, DC

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$50,749,371

+$3,244,345 QoQ

Shares Held

136,050

+6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.82%

of 13F equity value

Holder Rank

#1,045

of 6,194 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

F/m Investments LLC holds $91,488,784 across 6 Software - Infrastructure names. MSFT ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	136,050	$50,749,371
2	PANW	Palo Alto Networks Inc	95,508	$32,570,138
3	ORCL	Oracle Corp	38,408	$5,628,692
4	NTAP	NetApp, Inc.	8,842	$1,368,387
5	MDB	MongoDB, Inc.	2,091	$702,366
6	PLTR	Palantir Technologies Inc.	4,027	$469,830

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,749,371	136,050	+6.0%	Shares	Sole	2026-08-05
2026-03-31	$47,505,026	128,333	-41.5%	Shares	Sole	2026-05-11
2025-12-31	$106,113,965	219,416	-1.4%	Shares	Sole	2026-02-03
2025-09-30	$115,211,762	222,438	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$110,359,361	221,868	-2.6%	Shares	Sole	2025-08-13
2025-03-31	$85,548,753	227,893	-4.9%	Shares	Sole	2025-05-14
2024-12-31	$101,007,838	239,639	-5.8%	Shares	Sole	2025-02-13
2024-09-30	$109,470,040	254,404	-2.9%	Shares	Defined	2024-10-29
2024-06-30	$117,155,427	262,122	+990.6%	Shares	Defined	2024-07-29
2024-03-31	$10,111,584	24,034	+0.2%	Shares	Sole	2024-04-23
2023-12-31	$9,015,935	23,976	-13.5%	Shares	Sole	2024-02-01
2023-09-30	$8,756,379	27,732	-4.9%	Shares	Sole	2023-11-06
2023-06-30	$9,930,146	29,160	-10.2%	Shares	Sole	2023-07-31
2023-03-31	$9,365,713	32,486	+69.0%	Shares	Sole	2023-05-01
2022-12-31	$4,608,860	19,218	-5.2%	Shares	Sole	2023-01-31
2022-09-30	$4,723,444	20,281	-30.9%	Shares	Sole	2022-11-04
2022-06-30	$7,536,419	29,344	+15.6%	Shares	Sole	2022-08-04
2022-03-31	$7,826,757	25,386	-28.8%	Shares	Sole	2022-08-04
2021-12-31	$11,998,216	35,675	-6.3%	Shares	Sole	2022-02-04
2021-09-30	$10,737,204	38,086	+29.8%	Shares	Sole	2021-11-01
2021-06-30	$7,949,289	29,344	-34.3%	Shares	Sole	2021-08-10
2021-03-31	$10,536,325	44,689	+2.1%	Shares	Sole	2021-06-01
2020-12-31	$9,737,102	43,778	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.