Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,700,864
+$851,637 QoQ
Shares Held
15,283
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.53%
of 13F equity value
Holder Rank
#3,145
of 6,179 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Essex LLC holds $8,415,356 across 7 Software - Infrastructure names. MSFT ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,283 | $5,700,864 | |
| 2 | VRSN |
Verisign Inc/Ca
|
5,097 | $1,282,201 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,835 | $447,429 | |
| 4 | ORCL |
Oracle Corp
|
2,325 | $340,728 | |
| 5 | NTAP |
NetApp, Inc.
|
1,500 | $232,140 | |
| 6 | FFIV |
F5, Inc.
|
513 | $213,387 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,164 | $198,607 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,700,864 | 15,283 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,849,227 | 13,100 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,196,623 | 12,813 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,619,401 | 12,780 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,738,207 | 15,557 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,868,096 | 15,632 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,621,343 | 15,709 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,004,423 | 16,278 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,332,661 | 16,406 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,962,916 | 16,550 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,428,779 | 17,096 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,565,409 | 17,626 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,800,758 | 17,034 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,058,800 | 17,547 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,208,121 | 17,547 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,760,403 | 16,146 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,086,935 | 15,913 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,387,251 | 14,230 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,625,770 | 4,834 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,230,862 | 4,366 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||