Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,227,808
+$31,191 QoQ
Shares Held
11,334
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.18%
of 13F equity value
Holder Rank
#3,568
of 6,189 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, 2026Ameliora Wealth Management Ltd. holds $7,571,885 across 11 Software - Infrastructure names. MSFT ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,334 | $4,227,808 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,426 | $1,850,374 | |
| 3 | ORCL |
Oracle Corp
|
3,629 | $531,829 | |
| 4 | NET |
Cloudflare, Inc.
|
1,160 | $284,524 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,715 | $263,458 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,960 | $141,180 | |
| 7 | BOX |
Box Inc
|
4,000 | $106,160 | |
| 8 | ZS |
Zscaler, Inc.
|
575 | $81,161 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,227,808 | 11,334 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,196,617 | 11,337 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,769,586 | 11,930 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,686,573 | 10,979 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,759,716 | 9,569 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,255,084 | 13,999 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,852,527 | 13,885 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,506,979 | 12,798 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $6,065,558 | 13,571 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $6,047,008 | 14,373 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,324,726 | 14,160 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,522,507 | 11,156 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,846,399 | 11,295 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,807,289 | 13,206 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,542,092 | 10,600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $479,774 | 2,060 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $119,425 | 465 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,209,356 | 13,653 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,016,022 | 3,021 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||