Position in MSFT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,127,765
-$1,265,081 QoQ
Shares Held
11,151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$148,789,500
PutShares
353,000
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, 2026a16z Perennial Management, L.P. holds $224,314,525 across 7 Software - Infrastructure names. MSFT ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IOT |
Samsara Inc.
|
5,989,876 | $189,819,170 | |
| 2 | OKTA |
Okta, Inc.
|
335,780 | $26,429,243 | |
| 3 | MSFT |
Microsoft Corp
This page
|
11,151 | $4,127,765 | |
| 4 | DOCN |
DigitalOcean Holdings, Inc.
|
18,552 | $1,591,390 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,954 | $1,163,511 | |
| 6 | ORCL |
Oracle Corp
|
4,239 | $623,599 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,736 | $559,847 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,127,765 | 11,151 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,392,846 | 11,151 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,204,005 | 11,978 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,810,125 | 17,712 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,648,907 | 17,712 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $148,789,500 | 353,000 | Put | Sole | 2025-02-06 | |
| 2024-12-31 | $5,058 | 12 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,616,310 | 17,700 | Put | Sole | 2025-02-07 | |
| 2024-09-30 | $7,621,473 | 17,712 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $4,469,500 | 10,000 | Put | Sole | 2025-02-12 | |
| 2024-06-30 | $8,944,363 | 20,012 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $8,419,448 | 20,012 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,144,760 | 19,000 | Put | Sole | 2024-02-06 | |
| 2023-12-31 | $14,670,072 | 39,012 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||