Philosophy Capital Management LLC

Position in MSFT — Microsoft Corp

CIK 1869199 Alamo, CA

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$33,315,300

New position

Shares Held

90,000

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

3.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Philosophy Capital Management LLC holds $76,884,764 across 3 Software - Infrastructure names. MSFT ranks #2 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPAY	Corpay, Inc.	119,449	$34,758,464
2	MSFT	Microsoft Corp This page	90,000	$33,315,300
3	NN	Nextnav Inc.	550,000	$8,811,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,315,300	90,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.