Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,816,594
+$4,057,262 QoQ
Shares Held
34,359
+45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#2,163
of 6,194 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lifeworks Advisors, LLC holds $47,346,131 across 9 Software - Infrastructure names. MSFT ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
34,359 | $12,816,594 | |
| 2 | FFIV |
F5, Inc.
|
21,515 | $8,949,379 | |
| 3 | NTAP |
NetApp, Inc.
|
47,887 | $7,410,992 | |
| 4 | ORCL |
Oracle Corp
|
42,942 | $6,293,150 | |
| 5 | GEN |
Gen Digital Inc.
|
226,105 | $5,627,753 | |
| 6 | VRSN |
Verisign Inc/Ca
|
16,479 | $4,145,457 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
8,268 | $1,577,410 | |
| 8 | GDDY |
GoDaddy Inc.
|
3,625 | $307,690 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,816,594 | 34,359 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,759,332 | 23,663 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,993,881 | 18,597 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,924,083 | 21,091 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,591,848 | 21,294 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,148,215 | 21,706 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,932,630 | 18,820 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,398,147 | 17,193 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $7,982,080 | 17,859 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,819,819 | 13,833 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,509,471 | 11,992 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,552,187 | 11,250 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,415,782 | 12,967 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,945,673 | 13,686 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,749,106 | 15,633 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,954,874 | 16,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,495,038 | 17,502 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,980,748 | 16,155 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,220,359 | 15,522 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||