Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$163,529,729
-$13,639,555 QoQ
Shares Held
438,394
-8.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#573
of 6,189 holders
Holding Since
Dec 2023
11 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, 2026SAPIENT CAPITAL LLC holds $220,982,907 across 6 Software - Infrastructure names. MSFT ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
438,394 | $163,529,729 | |
| 2 | PANW |
Palo Alto Networks Inc
|
134,869 | $45,993,026 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,863 | $8,034,246 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
39,480 | $1,883,047 | |
| 5 | ORCL |
Oracle Corp
|
9,050 | $1,326,277 | |
| 6 | NET |
Cloudflare, Inc.
|
883 | $216,582 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,529,729 | 438,394 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $177,169,284 | 478,616 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $295,768,934 | 611,573 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $315,431,550 | 609,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $310,069,476 | 623,368 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $236,572,654 | 630,205 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $266,887,056 | 633,184 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $269,464,617 | 626,225 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $279,362,521 | 625,042 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $263,497,777 | 626,302 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $236,035,043 | 627,686 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||