Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$531,116,319
+$74,684,865 QoQ
Shares Held
1,423,828
+15.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
5.53%
of 13F equity value
Holder Rank
#24
of 2,338 holders
Holding Since
Dec 2022
15 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, 2026LBP AM SA holds $816,284,086 across 17 Software - Infrastructure names. MSFT ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,423,828 | $531,116,319 | |
| 2 | PANW |
Palo Alto Networks Inc
|
163,833 | $55,870,328 | |
| 3 | ZS |
Zscaler, Inc.
|
348,151 | $49,141,513 | |
| 4 | CRWV |
CoreWeave, Inc.
|
480,730 | $47,851,864 | |
| 5 | ORCL |
Oracle Corp
|
326,165 | $47,799,480 | |
| 6 | NET |
Cloudflare, Inc.
|
107,023 | $26,250,600 | |
| 7 | NTAP |
NetApp, Inc.
|
113,687 | $17,594,199 | |
| 8 | GEN |
Gen Digital Inc.
|
497,836 | $12,391,138 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,116,319 | 1,423,828 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $456,431,454 | 1,233,032 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $577,927,834 | 1,195,004 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $619,643,784 | 1,196,339 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $559,169,419 | 1,124,162 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $487,178,513 | 1,297,793 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $576,025,271 | 1,366,608 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $529,819,783 | 1,231,280 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $181,775,905 | 406,703 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $199,954,752 | 475,268 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $349,560,767 | 929,584 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298,832,115 | 946,420 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $321,545,700 | 944,223 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $274,523,872 | 952,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $217,578,613 | 907,258 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||