Thoma Capital Management LLC

Position in MSFT — Microsoft Corp

CIK 2060298 TOWSON, MD

Position in MSFT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,691,645

-$81,839 QoQ

Shares Held

4,535

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

#4,683

of 6,194 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Thoma Capital Management LLC holds $4,258,544 across 4 Software - Infrastructure names. MSFT ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,535	$1,691,645
2	NET	Cloudflare, Inc.	5,719	$1,402,756
3	PLTR	Palantir Technologies Inc.	5,485	$639,934
4	ORCL	Oracle Corp	3,577	$524,209

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,691,645	4,535	-5.3%	Shares	Sole	2026-07-16
2026-03-31	$1,773,484	4,791	+17.5%	Shares	Sole	2026-04-20
2025-12-31	$1,972,202	4,078	-6.2%	Shares	Sole	2026-01-08
2025-09-30	$2,252,564	4,349	-4.7%	Shares	Sole	2025-10-21
2025-06-30	$2,269,184	4,562	+0.8%	Shares	Sole	2025-10-01
2025-03-31	$1,699,390	4,527	-0.3%	Shares	Sole	2025-10-01
2024-12-31	$1,913,610	4,540	—	Shares	Sole	2025-03-18
No filing history on record for this holder in this stock.