Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,982,588
-$5,993,835 QoQ
Shares Held
109,867
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#1,164
of 6,179 holders
Holding Since
Dec 2020
23 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, 2026Frank, Rimerman Advisors LLC holds $64,972,318 across 18 Software - Infrastructure names. MSFT ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
109,867 | $40,982,588 | |
| 2 | ORCL |
Oracle Corp
|
30,294 | $4,439,585 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
37,396 | $4,362,991 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,124 | $3,793,506 | |
| 5 | FTNT |
Fortinet, Inc.
|
17,064 | $2,621,371 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
38,860 | $1,853,476 | |
| 7 | SNPS |
Synopsys Inc
|
2,490 | $1,110,714 | |
| 8 | NET |
Cloudflare, Inc.
|
3,354 | $822,669 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,982,588 | 109,867 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $46,976,423 | 126,905 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $59,419,487 | 122,864 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $62,689,042 | 121,033 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $59,800,122 | 120,223 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $47,639,618 | 126,907 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $50,740,170 | 120,380 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $57,535,413 | 133,710 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $63,565,229 | 142,220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,285,659 | 19,694 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,607,774 | 17,572 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,071,892 | 16,063 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,210,943 | 15,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,317,580 | 14,976 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,370,670 | 14,055 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $3,281,095 | 14,088 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $2,497,671 | 9,725 | Shares | Sole | 2023-09-07 | |
| 2022-03-31 | $3,751,824 | 12,169 | Shares | Sole | 2023-09-07 | |
| 2021-12-31 | $3,167,125 | 9,417 | Shares | Sole | 2023-09-07 | |
| 2021-09-30 | $2,677,676 | 9,498 | Shares | Sole | 2023-09-07 | |
| 2021-06-30 | $2,909,195 | 10,739 | Shares | Sole | 2023-09-13 | |
| 2021-03-31 | $2,531,934 | 10,739 | Shares | Sole | 2023-09-13 | |
| 2020-12-31 | $2,699,956 | 12,139 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||