Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,585,907
-$959,979 QoQ
Shares Held
12,294
-17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#3,453
of 6,189 holders
Holding Since
Dec 2020
23 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, 2026Kercheville Advisors, LLC holds $9,830,959 across 6 Software - Infrastructure names. MSFT ranks #1 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
12,294 | $4,585,907 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,410 | $1,914,554 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,200 | $1,091,264 | |
| 4 | SNPS |
Synopsys Inc
|
2,231 | $995,182 | |
| 5 | AKAM |
Akamai Technologies Inc
|
8,200 | $969,322 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,440 | $274,730 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,585,907 | 12,294 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,545,886 | 14,982 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,326,001 | 17,216 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,356,571 | 21,926 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,756,285 | 23,635 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,693,993 | 20,496 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,677,016 | 25,331 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $10,261,794 | 23,848 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,198,332 | 25,055 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,326,151 | 24,544 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,132,617 | 21,627 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,370,887 | 20,177 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,890,145 | 20,233 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,969,539 | 20,706 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $4,948,206 | 20,633 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,328,519 | 22,879 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $6,047,832 | 23,548 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,071,864 | 26,181 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,991,178 | 26,734 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $7,541,923 | 26,752 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,285,584 | 26,894 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $6,238,002 | 26,458 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $5,800,268 | 26,078 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||