Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$485,074,461
-$134,415,768 QoQ
Shares Held
1,300,398
-22.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
4.23%
of 13F equity value
Holder Rank
#315
of 6,189 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $858,442,495 across 28 Software - Infrastructure names. MSFT ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,300,398 | $485,074,461 | |
| 2 | PANW |
Palo Alto Networks Inc
|
780,246 | $266,079,490 | |
| 3 | ORCL |
Oracle Corp
|
162,568 | $23,824,340 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
181,673 | $21,195,787 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
63,208 | $12,059,137 | |
| 6 | NTAP |
NetApp, Inc.
|
40,897 | $6,329,219 | |
| 7 | SNPS |
Synopsys Inc
|
13,863 | $6,183,868 | |
| 8 | NET |
Cloudflare, Inc.
|
20,756 | $5,091,030 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,074,461 | 1,300,398 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $619,490,229 | 1,673,529 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $810,311,112 | 1,675,512 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $799,861,896 | 1,544,284 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $860,142,262 | 1,729,242 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $649,427,702 | 1,730,008 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $705,706,069 | 1,674,273 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $753,341,269 | 1,750,735 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $738,340,392 | 1,651,953 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $707,835,314 | 1,682,438 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $648,407,275 | 1,724,304 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $546,538,936 | 1,730,923 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $591,841,151 | 1,737,949 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $577,725,522 | 2,003,904 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $403,452,063 | 1,682,312 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $396,967,569 | 1,704,455 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $433,712,415 | 1,688,714 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $554,288,349 | 1,797,828 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $596,556,679 | 1,773,777 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||