Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,822,296
+$198,446 QoQ
Shares Held
23,651
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
#2,560
of 6,179 holders
Holding Since
Jun 2025
5 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, 2026LOM Asset Management Ltd holds $13,597,286 across 8 Software - Infrastructure names. MSFT ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
23,651 | $8,822,296 | |
| 2 | PANW |
Palo Alto Networks Inc
|
9,011 | $3,072,931 | |
| 3 | ORCL |
Oracle Corp
|
5,945 | $871,239 | |
| 4 | SNPS |
Synopsys Inc
|
1,075 | $479,525 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
640 | $122,102 | |
| 6 | FTNT |
Fortinet, Inc.
|
700 | $107,534 | |
| 7 | TWLO |
Twilio Inc
|
420 | $86,658 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
300 | $35,001 |
All Filings in MSFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,822,296 | 23,651 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,623,850 | 23,297 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,162,916 | 23,082 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,081,701 | 23,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,397,155 | 22,913 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||