Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$46,873,693
+$42,520,864 QoQ
Shares Held
125,660
+968.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,088
of 6,194 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2025CallValue
$47,751,360
CallShares
96,000
PutValue
$41,832,181
PutShares
84,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Jefferies Financial Group Inc. holds $151,722,494 across 34 Software - Infrastructure names. MSFT ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
125,660 | $46,873,693 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
267,696 | $31,232,092 | |
| 3 | NET |
Cloudflare, Inc.
|
48,132 | $11,805,816 | |
| 4 | GDDY |
GoDaddy Inc.
|
101,740 | $8,635,691 | |
| 5 | PANW |
Palo Alto Networks Inc
|
20,335 | $6,934,641 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
210,635 | $5,390,149 | |
| 7 | XYZ |
Block, Inc.
|
59,488 | $4,521,088 | |
| 8 | ORCL |
Oracle Corp
|
29,808 | $4,368,362 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,873,693 | 125,660 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,352,829 | 11,759 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $132,825,265 | 274,648 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $60,144,354 | 116,120 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $44,541,573 | 89,547 | Shares | Defined | 2025-08-12 | |
| 2025-06-30 | $47,751,360 | 96,000 | Call | Defined | 2025-08-12 | |
| 2025-06-30 | $41,832,181 | 84,100 | Put | Defined | 2025-08-12 | |
| 2025-03-31 | $8,764,230 | 23,347 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $266,422,984 | 632,083 | Shares | Defined | 2025-02-27 | |
| 2024-12-31 | $198,105,000 | 470,000 | Put | Defined | 2025-02-27 | |
| 2024-09-30 | $5,726,862 | 13,309 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,128,882 | 27,137 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,274,393 | 43,436 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,931,796 | 39,708 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $14,101,500 | 37,500 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $21,195,350 | 67,127 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $3,946,875 | 12,500 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $12,882,600 | 40,800 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $40,626,422 | 119,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $21,215,642 | 62,300 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $29,612,336 | 86,957 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $74,958,000 | 260,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $18,128,304 | 62,880 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $32,577,900 | 113,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $6,235,320 | 26,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $22,996,339 | 95,890 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $50,506,092 | 210,600 | Put | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||