Position in AI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,372
+$261 QoQ
Shares Held
151
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 316 holders
Holding Since
Sep 2024
8 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, 2026Bear Mountain Capital, Inc. holds $1,200,191 across 8 Software - Infrastructure names. AI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,905 | $1,083,623 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
740 | $86,335 | |
| 3 | BOX |
Box Inc
|
867 | $23,010 | |
| 4 | PATH |
UiPath, Inc.
|
253 | $2,750 | |
| 5 | S |
SentinelOne, Inc.
|
140 | $2,375 | |
| 6 | AI |
C3.ai, Inc.
This page
|
151 | $1,372 | |
| 7 | DBX |
Dropbox, Inc.
|
20 | $549 | |
| 8 | ZETA |
Zeta Global Holdings Corp.
|
9 | $177 |
All Filings in AI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,372 | 151 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,111 | 132 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,577 | 117 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,855 | 107 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,383 | 97 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,020 | 96 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,305 | 96 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,326 | 96 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||