Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$208,875,906
-$25,630,120 QoQ
Shares Held
559,959
-11.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
#508
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, 2026ALLSTATE CORP holds $364,404,624 across 41 Software - Infrastructure names. MSFT ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
559,959 | $208,875,906 | |
| 2 | PANW |
Palo Alto Networks Inc
|
74,818 | $25,514,434 | |
| 3 | ORCL |
Oracle Corp
|
162,487 | $23,812,469 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
195,599 | $22,820,535 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
93,104 | $17,762,845 | |
| 6 | FTNT |
Fortinet, Inc.
|
56,906 | $8,741,898 | |
| 7 | NET |
Cloudflare, Inc.
|
28,339 | $6,950,989 | |
| 8 | SNPS |
Synopsys Inc
|
13,010 | $5,803,369 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,875,906 | 559,959 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $234,506,026 | 633,509 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $260,469,993 | 538,584 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $133,004,380 | 256,790 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,012,486 | 14,098 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $91,034,702 | 242,507 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $88,387,285 | 209,697 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,650,648 | 6,160 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,350,915 | 23,159 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,642,902 | 22,920 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,870,031 | 23,588 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,843,545 | 24,841 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,459,354 | 24,841 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,161,660 | 24,841 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $70,206,105 | 292,745 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,238,157 | 284,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $65,600,032 | 255,422 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $92,965,947 | 301,534 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $181,865,040 | 540,750 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $47,610,085 | 168,878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $49,639,986 | 183,241 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,562,924 | 197,493 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $40,918,829 | 183,971 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $40,686,024 | 193,439 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $44,808,831 | 220,180 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $36,990,565 | 234,548 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||