GAMMA Investing LLC

Position in MSFT — Microsoft Corp

CIK 2010235 FOSTER CITY, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$74,235,829

+$7,730,717 QoQ

Shares Held

199,013

+10.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.28%

of 13F equity value

Holder Rank

#68

of 1,040 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Jun 30, 2026

GAMMA Investing LLC holds $118,755,314 across 92 Software - Infrastructure names. MSFT ranks #1 (62.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	199,013	$74,235,829
2	PANW	Palo Alto Networks Inc	27,094	$9,239,595
3	ORCL	Oracle Corp	52,263	$7,659,142
4	PLTR	Palantir Technologies Inc.	45,195	$5,272,900
5	FTNT	Fortinet, Inc.	28,566	$4,388,308
6	SNPS	Synopsys Inc	4,850	$2,163,439
7	CRWD	CrowdStrike Holdings, Inc.	7,053	$1,345,606
8	FFIV	F5, Inc.	3,099	$1,289,060

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,235,829	199,013	+10.8%	Shares	Defined	2026-07-07
2026-03-31	$66,505,112	179,661	+1.8%	Shares	Defined	2026-04-06
2025-12-31	$85,353,126	176,488	+6.2%	Shares	Defined	2026-01-05
2025-09-30	$86,096,756	166,226	+6.8%	Shares	Defined	2025-10-02
2025-06-30	$77,389,037	155,584	+25.1%	Shares	Defined	2025-07-14
2025-03-31	$46,695,137	124,391	+7.6%	Shares	Defined	2025-04-15
2024-12-31	$48,729,615	115,610	+12.9%	Shares	Defined	2025-01-03
2024-09-30	$44,064,010	102,403	+20.8%	Shares	Defined	2024-10-07
2024-06-30	$37,900,466	84,798	+47.5%	Shares	Defined	2024-07-02
2024-03-31	$24,184,247	57,483	+21.0%	Shares	Defined	2024-04-05
2023-12-31	$17,863,780	47,505	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.