Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,102,660
+$1,568,277 QoQ
Shares Held
48,530
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#1,787
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, 2026Sivia Capital Partners, LLC holds $100,173,045 across 21 Software - Infrastructure names. MSFT ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
639,945 | $63,700,125 | |
| 2 | MSFT |
Microsoft Corp
This page
|
48,530 | $18,102,660 | |
| 3 | VRSN |
Verisign Inc/Ca
|
10,411 | $2,618,991 | |
| 4 | S |
SentinelOne, Inc.
|
111,657 | $1,894,819 | |
| 5 | NTNX |
Nutanix, Inc.
|
36,640 | $1,867,174 | |
| 6 | RBRK |
Rubrik, Inc.
|
20,991 | $1,685,157 | |
| 7 | FTNT |
Fortinet, Inc.
|
9,196 | $1,412,689 | |
| 8 | MDB |
MongoDB, Inc.
|
3,878 | $1,302,620 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,102,660 | 48,530 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $16,534,383 | 44,667 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,457,083 | 25,758 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,426,138 | 23,991 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $10,837,569 | 21,788 | Shares | Sole | 2025-09-24 | |
| 2025-03-31 | $8,007,819 | 21,332 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,698,074 | 20,636 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,674,417 | 20,159 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $8,749,940 | 19,577 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,075,299 | 19,194 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,232,001 | 19,232 | Shares | Sole | 2024-03-13 | |
| No filing history on record for this holder in this stock. | ||||||