Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,584,109
+$227,750 QoQ
Shares Held
14,970
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#3,180
of 6,189 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, 2026AGP FRANKLIN, LLC holds $35,755,997 across 8 Software - Infrastructure names. MSFT ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
73,396 | $8,563,111 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
40,792 | $7,782,501 | |
| 3 | ORCL |
Oracle Corp
|
45,262 | $6,633,146 | |
| 4 | MSFT |
Microsoft Corp
This page
|
14,970 | $5,584,109 | |
| 5 | CRWV |
CoreWeave, Inc.
|
33,622 | $3,346,733 | |
| 6 | NTAP |
NetApp, Inc.
|
11,162 | $1,727,431 | |
| 7 | MDB |
MongoDB, Inc.
|
5,037 | $1,691,928 | |
| 8 | IOT |
Samsara Inc.
|
13,168 | $427,038 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,584,109 | 14,970 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $5,356,359 | 14,470 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,359,603 | 13,150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,835,386 | 13,197 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,446,931 | 12,961 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,821,509 | 12,844 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,137,022 | 9,815 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||