Position in AIOT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,880,945
-$1,056,504 QoQ
Shares Held
935,372
+26.4% QoQ
Ownership
0.697%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 193 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95.72362653575262.ToString("F0")%
Shared 0.ToString("F0")%
None 4.27637346424738.ToString("F0")%
Common Shares in AIOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $1,892,919,999 across 41 Software - Infrastructure names. AIOT ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,498,110 | $1,294,895,378 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,304,858 | $209,194,834 | |
| 3 | MDB |
MongoDB, Inc.
|
270,982 | $66,328,264 | |
| 4 | ORCL |
Oracle Corp
|
351,104 | $51,650,909 | |
| 5 | TOST |
Toast, Inc.
|
1,539,203 | $40,804,271 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
426,570 | $36,591,174 | |
| 7 | NET |
Cloudflare, Inc.
|
170,085 | $35,095,338 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
225,694 | $33,014,518 |
All Filings in AIOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,880,945 | 935,372 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,937,449 | 740,122 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,461,084 | 851,352 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,955,967 | 917,858 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,504,543 | 1,002,649 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,389,407 | 508,920 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $852,000 | 170,400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $87,744 | 19,200 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||