Agate Pass Investment Management, LLC

Position in MSFT — Microsoft Corp

CIK 1900409 BAINBRIDGE ISLAND, WA

Position in MSFT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$9,642,567

-$374,233 QoQ

Shares Held

25,850

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.49%

of 13F equity value

Holder Rank

#2,451

of 6,179 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Agate Pass Investment Management, LLC holds $14,954,122 across 4 Software - Infrastructure names. MSFT ranks #1 (64.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	25,850	$9,642,567
2	CPAY	Corpay, Inc.	9,292	$3,096,744
3	ORCL	Oracle Corp	13,410	$1,965,235
4	FFIV	F5, Inc.	600	$249,576

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,642,567	25,850	-4.5%	Shares	Sole	2026-07-08
2026-03-31	$10,016,800	27,060	+0.1%	Shares	Sole	2026-04-07
2025-12-31	$13,075,150	27,036	+3.3%	Shares	Sole	2026-01-08
2025-09-30	$13,555,787	26,172	+3.6%	Shares	Sole	2025-10-08
2025-06-30	$12,571,042	25,273	+3.9%	Shares	Sole	2025-07-24
2025-03-31	$9,128,358	24,317	+2.1%	Shares	Sole	2025-04-04
2024-12-31	$10,034,229	23,806	+7.0%	Shares	Sole	2025-01-13
2024-09-30	$9,574,175	22,250	-2.6%	Shares	Sole	2024-10-09
2024-06-30	$10,206,997	22,837	+0.2%	Shares	Sole	2024-07-16
2024-03-31	$9,585,263	22,783	-0.2%	Shares	Sole	2024-04-15
2023-12-31	$8,585,369	22,831	+1.5%	Shares	Sole	2024-01-08
2023-09-30	$7,103,743	22,498	-2.2%	Shares	Sole	2023-10-13
2023-06-30	$7,832,420	23,000	+0.7%	Shares	Sole	2023-07-31
2023-03-31	$6,583,618	22,836	+2.1%	Shares	Sole	2023-05-11
2022-12-31	$5,364,773	22,370	-0.0%	Shares	Sole	2023-02-06
2022-09-30	$5,212,302	22,380	+5.7%	Shares	Sole	2022-10-14
2022-06-30	$5,437,604	21,172	+3.0%	Shares	Sole	2022-08-09
2022-03-31	$6,338,236	20,558	+3.3%	Shares	Sole	2022-04-28
2021-12-31	$6,691,422	19,896	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.