Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,895,701
-$363,590 QoQ
Shares Held
275,845
-1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#725
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026SIT INVESTMENT ASSOCIATES INC holds $154,230,045 across 10 Software - Infrastructure names. MSFT ranks #1 (66.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
275,845 | $102,895,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
91,842 | $31,319,958 | |
| 3 | ORCL |
Oracle Corp
|
49,996 | $7,326,913 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
26,000 | $4,960,410 | |
| 5 | IOT |
Samsara Inc.
|
70,515 | $2,286,801 | |
| 6 | SNPS |
Synopsys Inc
|
4,842 | $2,159,870 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
28,900 | $2,115,191 | |
| 8 | TOST |
Toast, Inc.
|
39,420 | $1,096,664 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,895,701 | 275,845 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $103,259,291 | 278,951 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $132,939,883 | 274,885 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $147,644,237 | 285,055 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $143,921,604 | 289,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $111,410,121 | 296,785 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $127,920,192 | 303,488 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,727,016 | 324,720 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $141,463,250 | 316,508 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $137,781,172 | 327,489 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $125,488,684 | 333,711 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $108,504,014 | 343,639 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $114,806,250 | 337,130 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $98,402,556 | 341,320 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $84,327,187 | 351,627 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $82,733,299 | 355,231 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $93,973,069 | 365,896 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $114,580,328 | 371,640 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $124,850,728 | 371,226 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $105,764,261 | 375,157 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $104,496,153 | 385,737 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $93,826,321 | 397,957 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $90,438,641 | 406,612 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $92,235,594 | 438,528 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $91,959,656 | 451,868 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $74,910,672 | 474,990 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||