Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,197,714
+$10,526,141 QoQ
Shares Held
46,104
+155.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#1,842
of 6,223 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KKM Financial LLC holds $97,775,083 across 6 Software - Infrastructure names. MSFT ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
173,012 | $33,008,094 | |
| 2 | PANW |
Palo Alto Networks Inc
|
72,971 | $24,884,570 | |
| 3 | MSFT |
Microsoft Corp
This page
|
46,104 | $17,197,714 | |
| 4 | ORCL |
Oracle Corp
|
85,947 | $12,595,532 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
78,479 | $9,156,144 | |
| 6 | ARQQ |
Arqit Quantum Inc.
|
31,394 | $933,029 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,197,714 | 46,104 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,671,573 | 18,023 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,716,283 | 18,023 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,589,682 | 16,584 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,350,227 | 14,777 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,934,126 | 13,144 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,470,227 | 12,978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,105,079 | 11,864 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,535,922 | 12,386 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,185,794 | 12,326 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,844,147 | 12,882 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||