Position in AIOT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,586,132
+$705,187 QoQ
Shares Held
936,327
+0.1% QoQ
Ownership
0.698%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 180 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AIOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $2,365,657,956 across 42 Software - Infrastructure names. AIOT ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,442,574 | $1,284,148,952 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,226,519 | $418,267,509 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,088,940 | $207,753,417 | |
| 4 | TWLO |
Twilio Inc
|
376,430 | $77,668,801 | |
| 5 | MDB |
MongoDB, Inc.
|
208,408 | $70,004,247 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
413,148 | $64,876,630 | |
| 7 | ORCL |
Oracle Corp
|
305,552 | $44,778,645 | |
| 8 | NET |
Cloudflare, Inc.
|
176,202 | $43,218,826 |
All Filings in AIOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,586,132 | 936,327 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||