SIH Partners, LLLP

Position in MSFT — Microsoft Corp

CIK 1996244 Wilmington, DE

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Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$50,210,599

+$44,019,025 QoQ

Shares Held

135,642

+1034.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 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)

Derivatives in MSFT

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$517,950

PutShares

1,000

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 Mar 31, 2026

SIH Partners, LLLP holds $71,423,776 across 8 Software - Infrastructure names. MSFT ranks #1 (70.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	135,642	$50,210,599
2	PLTR	Palantir Technologies Inc.	91,104	$13,326,693
3	ORCL	Oracle Corp	27,849	$4,096,866
4	AKAM	Akamai Technologies Inc	12,609	$1,448,143
5	RBRK	Rubrik, Inc.	29,479	$1,443,586
6	NTNX	Nutanix, Inc.	14,745	$560,457
7	INFQ	Infleqtion, Inc.	28,312	$277,740
8	DAVA	Endava plc	13,505	$59,692

All Filings in MSFT

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,210,599	135,642	+13464.2%	Shares	Other	2026-05-15
2025-09-30	$517,950	1,000	-91.6%	Put	Other	2025-11-14
2025-09-30	$6,191,574	11,954	+986.7%	Shares	Other	2025-11-14
2025-06-30	$547,151	1,100	-18.3%	Call	Other	2025-08-14
2025-06-30	$670,010	1,347	+22.5%	Shares	Other	2025-08-14
2025-03-31	$412,929	1,100	-91.6%	Call	Other	2025-05-15
2024-12-31	$5,538,088	13,139	—	Shares	Other	2025-02-14
No filing history on record for this holder in this stock.