Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$431,584
-$225,837 QoQ
Shares Held
1,157
-34.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#5,809
of 6,194 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OV Management LLC holds $1,119,684 across 7 Software - Infrastructure names. MSFT ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,157 | $431,584 | |
| 2 | PANW |
Palo Alto Networks Inc
|
544 | $185,514 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
836 | $159,496 | |
| 4 | NET |
Cloudflare, Inc.
|
444 | $108,904 | |
| 5 | NTNX |
Nutanix, Inc.
|
1,775 | $90,454 | |
| 6 | XYZ |
Block, Inc.
|
1,080 | $82,080 | |
| 7 | CALX |
Calix, Inc
|
1,652 | $61,652 |
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,584 | 1,157 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $657,421 | 1,776 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,385,108 | 11,135 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,839,368 | 11,274 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,431,717 | 10,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,762,806 | 28,671 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,112,224 | 28,736 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,614,657 | 26,992 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,569,747 | 25,886 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,786,419 | 25,638 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,797,722 | 26,055 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||