Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,688,808
+$1,104,594 QoQ
Shares Held
55,463
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.60%
of 13F equity value
Holder Rank
#1,671
of 6,194 holders
Holding Since
Dec 2021
19 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, 2026Manhattan West Asset Management, LLC holds $30,487,232 across 6 Software - Infrastructure names. MSFT ranks #1 (67.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
55,463 | $20,688,808 | |
| 2 | FTNT |
Fortinet, Inc.
|
49,901 | $7,665,791 | |
| 3 | NN |
Nextnav Inc.
|
45,400 | $809,482 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,775 | $605,310 | |
| 5 | PAGS |
PagSeguro Digital Ltd.
|
53,910 | $487,885 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,971 | $229,956 |
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,688,808 | 55,463 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,584,214 | 52,906 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,719,016 | 46,977 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,855,902 | 47,989 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $24,128,364 | 48,508 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $18,069,022 | 48,134 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,154,426 | 43,071 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,948,673 | 41,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,438,475 | 41,254 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,885,330 | 47,265 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,736,897 | 41,849 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,237,246 | 32,422 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,170,227 | 29,865 | Shares | Sole | 2023-09-01 | |
| 2023-03-31 | $6,689,136 | 23,202 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,926,523 | 12,203 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,748,452 | 11,801 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,807,665 | 10,932 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,059,360 | 9,923 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,046,964 | 3,113 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||