Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,668,784
+$242,462 QoQ
Shares Held
15,197
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#3,159
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)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2024CallValue
$8,200
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Oak Harvest Investment Services holds $30,204,646 across 7 Software - Infrastructure names. MSFT ranks #4 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
37,584 | $7,754,706 | |
| 2 | FFIV |
F5, Inc.
|
18,291 | $7,608,324 | |
| 3 | AKAM |
Akamai Technologies Inc
|
52,307 | $6,183,210 | |
| 4 | MSFT |
Microsoft Corp
This page
|
15,197 | $5,668,784 | |
| 5 | PANW |
Palo Alto Networks Inc
|
6,500 | $2,216,630 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
4,730 | $551,849 | |
| 7 | ORCL |
Oracle Corp
|
1,509 | $221,143 |
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,668,784 | 15,197 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,426,322 | 14,659 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $21,528,827 | 44,516 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,876,754 | 24,861 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,797,605 | 13,666 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,162,738 | 13,753 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,200 | 100 | Call | Sole | 2025-01-23 | |
| 2024-12-31 | $10,315,369 | 24,473 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $12,010,533 | 27,912 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,735,840 | 28,495 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $7,236,804 | 17,201 | Shares | Sole | 2024-10-24 | |
| 2023-12-31 | $5,092,709 | 13,543 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $8,425,788 | 26,685 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,277,505 | 24,307 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,076,837 | 31,484 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,707,765 | 27,970 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,774,828 | 29,089 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,940,060 | 27,022 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,996,636 | 25,937 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,768,655 | 23,099 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,490,926 | 23,024 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $5,485,725 | 20,250 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,351,842 | 18,458 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,766,460 | 16,934 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||