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Equibles

Henshaw Capital LLC

Position in MSFT — Microsoft Corp

CIK 2131483 WOBURN, MA
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$69,125,455
+$26,562 QoQ
Shares Held
185,313
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#889
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026

Henshaw Capital LLC holds $198,438,734 across 6 Software - Infrastructure names. MSFT ranks #2 (34.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PANW
Palo Alto Networks Inc
 237,620 $81,033,172
2 MSFT
Microsoft Corp
This page 		185,313 $69,125,455
3 ORCL
Oracle Corp
 295,419 $43,293,654
4 GDDY
GoDaddy Inc.
 30,400 $2,580,352
5 WEX
WEX Inc.
 13,362 $1,885,244
6 CHKP
Check Point Software Technologies Ltd
 3,963 $520,857

All Filings in MSFT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $69,125,455 185,313
2026-03-31 $69,098,893 186,668
2025-12-31 $90,276,378 186,668
2025-09-30 $96,684,690 186,668
2025-06-30 $92,850,529 186,668
2025-03-31 $70,073,300 186,668
2024-12-31 $78,680,562 186,668
2024-09-30 $80,269,452 186,543
2024-06-30 $83,375,393 186,543
2024-03-31 $78,482,370 186,543
2023-12-31 $69,875,000 185,818
2023-09-30 $58,672,033 185,818
2023-06-30 $63,278,461 185,818
2023-03-31 $53,571,329 185,818
2022-12-31 $44,562,872 185,818
2022-09-30 $44,135,481 189,504
2022-06-30 $48,450,722 188,649
2022-03-31 $58,186,421 188,727
2021-12-31 $63,662,012 189,290
2021-09-30 $53,364,636 189,290
2021-06-30 $51,278,661 189,290
2021-03-31 $44,628,903 189,290
2020-12-31 $42,594,764 191,506
2020-09-30 $40,306,379 191,634
2020-06-30 $38,973,182 191,505
2020-03-31 $30,199,730 191,489

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