Position in AEVA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$401,333
+$215,054 QoQ
Shares Held
13,974
-1.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#102
of 194 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026McAdam, LLC holds $21,373,628 across 13 Software - Infrastructure names. AEVA ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
25,744 | $9,603,026 | |
| 2 | ORCL |
Oracle Corp
|
20,562 | $3,013,361 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,048 | $2,339,000 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
8,104 | $1,546,121 | |
| 5 | PANW |
Palo Alto Networks Inc
|
3,673 | $1,252,566 | |
| 6 | NTCT |
Netscout Systems Inc
|
26,050 | $1,134,477 | |
| 7 | NTAP |
NetApp, Inc.
|
3,403 | $526,648 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
3,027 | $475,329 |
All Filings in AEVA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,333 | 13,974 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $186,279 | 14,155 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||