Morton Capital Management LLC/CA

Position in MSFT — Microsoft Corp

CIK 2002628 CALABASAS, CA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$14,912,220

+$619,587 QoQ

Shares Held

39,977

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.63%

of 13F equity value

Holder Rank

#2,001

of 6,194 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Dec 31, 2021

CallValue

CallShares

PutValue

$1,345,280

PutShares

4,000

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 Jun 30, 2026

Morton Capital Management LLC/CA holds $16,689,301 across 4 Software - Infrastructure names. MSFT ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	39,977	$14,912,220
2	ORCL	Oracle Corp	8,480	$1,242,744
3	NTAP	NetApp, Inc.	1,928	$298,377
4	FTNT	Fortinet, Inc.	1,536	$235,960

All Filings in MSFT

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,912,220	39,977	+3.5%	Shares	Sole	2026-07-23
2026-03-31	$14,292,633	38,611	+0.9%	Shares	Sole	2026-04-21
2025-12-31	$18,510,555	38,275	-4.6%	Shares	Sole	2026-02-03
2025-09-30	$20,787,405	40,134	-4.3%	Shares	Sole	2025-10-24
2025-06-30	$20,850,432	41,918	+2.1%	Shares	Sole	2025-07-23
2025-03-31	$15,410,885	41,053	-0.9%	Shares	Sole	2025-04-17
2024-12-31	$17,466,117	41,438	-0.8%	Shares	Sole	2025-01-15
2024-09-30	$17,982,667	41,791	+2.1%	Shares	Sole	2024-10-09
2024-06-30	$18,287,853	40,917	-3.5%	Shares	Sole	2024-07-12
2024-03-31	$17,838,107	42,399	-1.5%	Shares	Sole	2024-04-12
2023-12-31	$16,193,034	43,062	-1.1%	Shares	Sole	2024-01-18
2023-09-30	$13,751,228	43,551	-1.6%	Shares	Sole	2023-12-05
2023-06-30	$15,065,830	44,241	+5.6%	Shares	Sole	2023-12-05
2023-03-31	$12,077,751	41,893	-1.2%	Shares	Sole	2023-12-05
2022-12-31	$10,166,209	42,391	-0.9%	Shares	Sole	2023-12-05
2022-09-30	$9,959,968	42,765	+1.5%	Shares	Sole	2023-12-05
2022-06-30	$10,823,329	42,142	+3.3%	Shares	Sole	2023-12-05
2022-03-31	$12,577,814	40,796	-0.3%	Shares	Sole	2023-12-05
2021-12-31	$13,755,824	40,901	—	Shares	Sole	2023-12-05
2021-12-31	$1,345,280	4,000	—	Put	Sole	2023-12-05
No filing history on record for this holder in this stock.