Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,834,099
+$1,212,328 QoQ
Shares Held
18,321
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.66%
of 13F equity value
Holder Rank
#2,884
of 6,179 holders
Holding Since
Dec 2025
3 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, 2026Ponta Wealth Partners, LLC holds $10,606,413 across 6 Software - Infrastructure names. MSFT ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
18,321 | $6,834,099 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
10,246 | $1,195,400 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
4,744 | $905,084 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,199 | $749,902 | |
| 5 | ORCL |
Oracle Corp
|
3,728 | $546,338 | |
| 6 | SNPS |
Synopsys Inc
|
842 | $375,590 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,834,099 | 18,321 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,621,771 | 15,187 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,459,228 | 13,356 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||