Position in MSFT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$15,500,498
-$2,073,769 QoQ
Shares Held
41,874
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NFSG Corp holds $57,292,222 across 32 Software - Infrastructure names. MSFT ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
41,874 | $15,500,498 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
89,462 | $13,086,501 | |
| 3 | ORCL |
Oracle Corp
|
58,215 | $8,564,008 | |
| 4 | CRWV |
CoreWeave, Inc.
|
70,427 | $5,455,979 | |
| 5 | NET |
Cloudflare, Inc.
|
25,962 | $5,356,999 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
34,276 | $3,345,423 | |
| 7 | SNPS |
Synopsys Inc
|
4,902 | $1,943,544 | |
| 8 | PANW |
Palo Alto Networks Inc
|
8,686 | $1,392,539 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,500,498 | 41,874 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,574,267 | 36,339 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $18,044,860 | 34,839 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,870,157 | 33,916 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $12,389,371 | 33,004 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,826,666 | 30,431 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,889,206 | 29,954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,873,399 | 24,328 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $9,633,225 | 22,897 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,857,622 | 23,555 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $7,009,018 | 22,198 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,437,227 | 18,903 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,328,648 | 18,483 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,342,180 | 18,106 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,362,915 | 18,733 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,761,114 | 18,538 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,975,664 | 19,382 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,402,523 | 19,037 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,647,199 | 12,937 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,618,140 | 13,356 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $2,909,166 | 12,339 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $2,666,148 | 11,987 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $2,576,121 | 12,248 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||