Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,800,367
+$30,784 QoQ
Shares Held
71,847
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.96%
of 13F equity value
Holder Rank
#1,474
of 6,189 holders
Holding Since
Dec 2022
15 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, 2026Trifecta Capital Advisors, LLC holds $82,793,138 across 15 Software - Infrastructure names. MSFT ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
71,847 | $26,800,367 | |
| 2 | PANW |
Palo Alto Networks Inc
|
70,502 | $24,042,592 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
96,964 | $18,499,276 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
69,647 | $8,125,715 | |
| 5 | ORCL |
Oracle Corp
|
33,833 | $4,958,226 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,375 | $211,227 | |
| 7 | NN |
Nextnav Inc.
|
3,575 | $63,742 | |
| 8 | S |
SentinelOne, Inc.
|
2,800 | $47,516 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,800,367 | 71,847 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $26,769,583 | 72,317 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34,462,277 | 71,259 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $36,347,141 | 70,175 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $34,123,818 | 68,603 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $23,081,980 | 61,488 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $25,575,355 | 60,677 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,473,760 | 59,200 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $25,959,302 | 58,081 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $23,496,791 | 55,849 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $20,494,180 | 54,500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $16,825,054 | 53,286 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $17,767,674 | 52,175 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,853,905 | 54,991 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,776,650 | 53,276 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||