Position in MSFT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,061,846
-$833,103 QoQ
Shares Held
5,570
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AXQ CAPITAL, LP holds $25,864,037 across 32 Software - Infrastructure names. MSFT ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
48,984 | $4,002,972 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
26,499 | $3,876,273 | |
| 3 | S |
SentinelOne, Inc.
|
210,636 | $2,712,991 | |
| 4 | MSFT |
Microsoft Corp
This page
|
5,570 | $2,061,846 | |
| 5 | RBRK |
Rubrik, Inc.
|
41,443 | $2,029,463 | |
| 6 | VRSN |
Verisign Inc/Ca
|
7,731 | $1,920,071 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
27,618 | $1,207,735 | |
| 8 | ZS |
Zscaler, Inc.
|
6,957 | $975,997 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,061,846 | 5,570 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,894,949 | 5,986 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,189,213 | 2,296 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $1,111,529 | 2,961 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $2,305,117 | 5,357 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,234,303 | 4,999 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $925,584 | 2,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $827,288 | 2,200 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,241,825 | 7,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $442,702 | 1,300 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||