Position in MSFT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,340,743,342
-$389,429,873 QoQ
Shares Held
6,323,428
+12.0% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
3.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 20261832 Asset Management L.P. holds $3,389,035,398 across 13 Software - Infrastructure names. MSFT ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
6,323,428 | $2,340,743,342 | |
| 2 | ORCL |
Oracle Corp
|
2,356,324 | $346,638,823 | |
| 3 | NET |
Cloudflare, Inc.
|
1,212,900 | $250,269,786 | |
| 4 | IOT |
Samsara Inc.
|
4,325,300 | $137,068,757 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
891,605 | $130,423,979 | |
| 6 | MDB |
MongoDB, Inc.
|
377,000 | $92,278,290 | |
| 7 | TOST |
Toast, Inc.
|
1,732,400 | $45,925,924 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
288,509 | $28,159,199 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,340,743,342 | 6,323,428 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,730,173,215 | 5,645,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,375,357,546 | 4,586,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,486,368,050 | 4,998,629 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,788,464,946 | 4,764,285 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,262,765,004 | 5,368,363 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,082,905,016 | 4,840,588 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,633,591,195 | 5,892,362 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,638,696,518 | 6,271,859 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,404,513,700 | 6,394,303 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,080,439,175 | 6,588,881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,291,337,692 | 6,728,542 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,081,191,860 | 7,218,841 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,456,279,850 | 6,072,387 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,489,958,652 | 6,397,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,646,794,987 | 6,412,004 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,208,187,131 | 7,162,230 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,353,963,881 | 6,999,179 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,158,504,692 | 7,656,444 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,008,634,373 | 7,414,671 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $1,357,784,576 | 5,758,937 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,618,948,026 | 7,278,788 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,474,064,152 | 7,008,340 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,629,002,510 | 8,004,533 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,216,269,455 | 7,712,063 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||