Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,180,701
+$703,638 QoQ
Shares Held
21,931
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.93%
of 13F equity value
Holder Rank
#2,643
of 6,179 holders
Holding Since
Dec 2024
7 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $14,992,163 across 9 Software - Infrastructure names. MSFT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,931 | $8,180,701 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
34,484 | $6,579,029 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
817 | $95,319 | |
| 4 | ORCL |
Oracle Corp
|
493 | $72,249 | |
| 5 | PANW |
Palo Alto Networks Inc
|
143 | $48,765 | |
| 6 | NET |
Cloudflare, Inc.
|
30 | $7,358 | |
| 7 | GTLB |
Gitlab Inc.
|
160 | $4,884 | |
| 8 | XYZ |
Block, Inc.
|
28 | $2,128 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,180,701 | 21,931 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,477,063 | 20,199 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,979,856 | 18,568 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,992,129 | 17,361 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,155,771 | 4,334 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,732,995 | 17,936 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,294,057 | 17,305 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||