Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,619,985
-$9,389 QoQ
Shares Held
17,747
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.49%
of 13F equity value
Holder Rank
#2,935
of 6,193 holders
Holding Since
Mar 2026
2 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, 2026Vann Equity Management LLC holds $12,426,448 across 6 Software - Infrastructure names. MSFT ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
17,747 | $6,619,985 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,496 | $2,897,305 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
7,020 | $1,339,310 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
8,702 | $1,015,262 | |
| 5 | ORCL |
Oracle Corp
|
2,105 | $308,487 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,602 | $246,099 |
All Filings in MSFT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,619,985 | 17,747 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,629,374 | 17,909 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||