Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$37,754,473
+$4,360,327 QoQ
Shares Held
101,213
+12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.36%
of 13F equity value
Holder Rank
#1,198
of 6,092 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Westerkirk Capital Inc. holds $49,360,603 across 8 Software - Infrastructure names. MSFT ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
101,213 | $37,754,473 | |
| 2 | FTNT |
Fortinet, Inc.
|
50,100 | $7,696,362 | |
| 3 | FFIV |
F5, Inc.
|
4,307 | $1,791,539 | |
| 4 | NTAP |
NetApp, Inc.
|
8,500 | $1,315,460 | |
| 5 | ZS |
Zscaler, Inc.
|
2,416 | $341,018 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,712 | $199,739 | |
| 7 | CHKP |
Check Point Software Technologies Ltd
|
1,200 | $157,716 | |
| 8 | MBGL |
Mobility Global Inc.
|
4,730 | $104,296 |
All Filings in MSFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,754,473 | 101,213 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $33,394,146 | 90,213 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $45,386,286 | 93,847 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $37,895,293 | 73,164 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,843,862 | 72,061 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||