NorthAvenue LLC

Position in MSFT — Microsoft Corp

CIK 2123735 COLUMBUS, OH

Position in MSFT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$88,405

+$46,576 QoQ

Shares Held

237

+109.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#6,145

of 6,194 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NorthAvenue LLC holds $119,864 across 7 Software - Infrastructure names. MSFT ranks #1 (73.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	237	$88,405
2	ORCL	Oracle Corp	156	$22,861
3	PANW	Palo Alto Networks Inc	18	$6,138
4	NET	Cloudflare, Inc.	4	$981
5	CRWD	CrowdStrike Holdings, Inc.	16	$763
6	TWLO	Twilio Inc	2	$412
7	XYZ	Block, Inc.	4	$304

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,405	237	+109.7%	Shares	Sole	2026-07-21
2026-03-31	$41,829	113	-39.9%	Shares	Sole	2026-04-15
2025-12-31	$90,920	188	—	Shares	Sole	2026-04-02
No filing history on record for this holder in this stock.