Position in AKAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,041,102
+$548,295 QoQ
Shares Held
118,781
+1.1% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#133
of 799 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AKAM Over Time
Shares Held
Position Value (USD)
Derivatives in AKAM
reported options exposure · as of Jun 30, 2026CallValue
$35,463,000
CallShares
300,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $243,932,973 across 32 Software - Infrastructure names. AKAM ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,877 | $73,066,038 | |
| 2 | PANW |
Palo Alto Networks Inc
|
101,969 | $34,773,468 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
156,908 | $29,935,692 | |
| 4 | MDB |
MongoDB, Inc.
|
87,570 | $29,414,763 | |
| 5 | TWLO |
Twilio Inc
|
102,625 | $21,174,616 | |
| 6 | AKAM |
Akamai Technologies Inc
This page
|
118,781 | $14,041,102 | |
| 7 | OKTA |
Okta, Inc.
|
90,517 | $12,351,044 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
26,574 | $4,172,915 |
All Filings in AKAM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,463,000 | 300,000 | Call | Sole | 2026-08-13 | |
| 2026-06-30 | $14,041,102 | 118,781 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,336,500 | 90,000 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $13,492,807 | 117,482 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,091,188 | 104,197 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $936,848 | 12,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $957 | 12 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $966 | 12 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1 | 12 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $1 | 12 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||