Position in MSFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$48,138,757
-$11,002,165 QoQ
Shares Held
130,045
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.0261832442616.ToString("F0")%
Shared 0.ToString("F0")%
None 8.973816755738397.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GAMCO INVESTORS, INC. ET AL holds $79,054,656 across 18 Software - Infrastructure names. MSFT ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
130,045 | $48,138,757 | |
| 2 | FTNT |
Fortinet, Inc.
|
106,035 | $8,665,180 | |
| 3 | ORCL |
Oracle Corp
|
38,183 | $5,617,101 | |
| 4 | CRWV |
CoreWeave, Inc.
|
40,568 | $3,142,802 | |
| 5 | PANW |
Palo Alto Networks Inc
|
18,547 | $2,973,455 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
14,722 | $2,153,534 | |
| 7 | GEN |
Gen Digital Inc.
|
113,562 | $2,138,372 | |
| 8 | IIIV |
i3 Verticals, Inc.
|
77,341 | $1,729,344 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,138,757 | 130,045 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $59,140,922 | 122,288 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $62,413,492 | 120,501 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,556,683 | 121,744 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,880,463 | 116,893 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $53,347,147 | 126,565 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $55,902,424 | 129,915 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $57,628,392 | 128,937 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $54,461,783 | 129,449 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $50,475,849 | 134,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,564,678 | 134,805 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $46,378,142 | 136,190 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $39,856,033 | 138,245 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $33,071,897 | 137,903 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $33,652,419 | 144,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $36,923,421 | 143,766 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $46,601,981 | 151,153 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $51,522,542 | 153,195 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $44,004,892 | 156,090 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,818,833 | 154,370 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $34,233,804 | 145,200 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $32,767,136 | 147,321 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $33,613,047 | 159,811 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $33,613,339 | 165,168 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,062,484 | 158,915 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||