Position in MSFT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,349,439
-$797,120 QoQ
Shares Held
27,745
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.68%
of 13F equity value
Holder Rank
#2,378
of 6,194 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HARMONY ASSET MANAGEMENT LLC holds $20,161,531 across 7 Software - Infrastructure names. MSFT ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
27,745 | $10,349,439 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,952 | $7,486,071 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
16,804 | $801,487 | |
| 4 | ZS |
Zscaler, Inc.
|
4,250 | $599,887 | |
| 5 | CLBT |
Cellebrite DI Ltd.
|
35,100 | $512,460 | |
| 6 | OKTA |
Okta, Inc.
|
1,545 | $210,815 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,726 | $201,372 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,349,439 | 27,745 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,146,559 | 30,112 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,337,272 | 27,578 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,811,136 | 26,665 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,218,670 | 26,575 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,945,958 | 26,495 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,235,082 | 26,655 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $12,003,218 | 27,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,611,761 | 25,980 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,963,911 | 23,683 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,419,802 | 25,050 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||