Position in AI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,408
+$103 QoQ
Shares Held
155
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 316 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Truvestments Capital LLC holds $24,214,623 across 42 Software - Infrastructure names. AI ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in AI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,408 | 155 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,305 | 155 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,089 | 155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,705 | 156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,832 | 156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,262 | 155 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,336 | 155 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,755 | 155 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $6,632 | 245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,033 | 245 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,252 | 245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,925 | 245 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $14,938 | 445 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||