Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$50,386,421
+$7,446,332 QoQ
Shares Held
135,077
+16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#1,047
of 6,179 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$51,795
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. MSFT ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
135,077 | $50,386,421 | |
| 2 | CRWV |
CoreWeave, Inc.
|
94,752 | $9,431,614 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,535 | $8,579,328 | |
| 4 | ORCL |
Oracle Corp
|
43,573 | $6,385,622 | |
| 5 | PANW |
Palo Alto Networks Inc
|
16,091 | $5,487,352 | |
| 6 | FTNT |
Fortinet, Inc.
|
28,846 | $4,431,321 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
18,140 | $3,460,839 | |
| 8 | TWLO |
Twilio Inc
|
8,590 | $1,772,373 |
All Filings in MSFT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,386,421 | 135,077 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $42,940,089 | 116,001 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $59,507,022 | 123,045 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $58,302,005 | 112,563 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $51,795 | 100 | Put | Sole | 2025-11-10 | |
| 2025-06-30 | $51,851,510 | 104,243 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $49,741 | 100 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $37,539 | 100 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $31,570,299 | 84,100 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $36,404,955 | 86,370 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $26,894,610 | 62,502 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $26,906,836 | 60,201 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $20,788,616 | 49,412 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $13,908,215 | 36,986 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,123,655 | 19,394 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,255,719 | 18,370 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,671,613 | 16,204 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||