Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,623,396
-$6,114,694 QoQ
Shares Held
49,926
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.70%
of 13F equity value
Holder Rank
#1,758
of 6,179 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, 2026Portfolio Design Labs, LLC holds $35,292,404 across 9 Software - Infrastructure names. MSFT ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
49,926 | $18,623,396 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
28,708 | $5,477,055 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,693 | $4,328,566 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,689 | $2,413,785 | |
| 5 | ORCL |
Oracle Corp
|
14,192 | $2,079,837 | |
| 6 | SNPS |
Synopsys Inc
|
2,085 | $930,055 | |
| 7 | NTAP |
NetApp, Inc.
|
5,418 | $838,489 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,373 | $364,540 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,623,396 | 49,926 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,738,090 | 66,829 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $30,048,761 | 62,133 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,051,620 | 59,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,340,827 | 28,831 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,519,787 | 44,007 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,550,452 | 51,128 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $17,630,251 | 40,972 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $18,654,799 | 41,738 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,485,492 | 39,184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,845,416 | 36,819 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||