Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,436,073
-$276,560 QoQ
Shares Held
46,743
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#1,822
of 6,194 holders
Holding Since
Dec 2021
19 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, 2026Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. MSFT ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
46,743 | $17,436,073 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,721 | $1,717,498 | |
| 3 | ORCL |
Oracle Corp
|
7,390 | $1,083,004 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,488 | $535,826 | |
| 5 | NET |
Cloudflare, Inc.
|
1,498 | $367,429 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,037 | $353,637 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,426 | $241,484 | |
| 8 | VHC |
VirnetX Holding Corp
|
17,321 | $219,976 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,436,073 | 46,743 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $17,712,633 | 47,850 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $44,950,060 | 92,945 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $46,955,792 | 90,657 | Shares | Other | 2025-10-24 | |
| 2025-06-30 | $40,390,686 | 81,202 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $30,381,437 | 80,933 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $33,595,235 | 79,704 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $21,491,333 | 49,945 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $21,912,170 | 49,026 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,190,352 | 47,990 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $18,051,422 | 48,004 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $14,654,272 | 46,411 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $15,985,288 | 46,941 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $14,001,865 | 48,567 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $11,672,278 | 48,671 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $11,620,312 | 49,894 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,064,332 | 46,974 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,096,241 | 45,721 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,842,689 | 47,106 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||