Position in AEVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$263,200
-$2,400 QoQ
Shares Held
20,000
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Family Manage LLC holds $23,298,010 across 7 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
54,358 | $20,276,621 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
7,008 | $1,337,021 | |
| 3 | ORCL |
Oracle Corp
|
3,958 | $580,044 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,261 | $430,026 | |
| 5 | GEN |
Gen Digital Inc.
|
9,563 | $238,023 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,479 | $227,203 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,792 | $209,072 |
All Filings in AEVA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,200 | 20,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,600 | 20,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $290,000 | 20,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $841,961 | 22,280 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||