Position in ALGN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,795,926
+$4,676,485 QoQ
Shares Held
150,475
+11.3% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.05598936700449.ToString("F0")%
Shared 0.ToString("F0")%
None 2.9440106329955142.ToString("F0")%
Common Shares in ALGN Over Time
Shares Held
Position Value (USD)
Derivatives in ALGN
reported options exposure · as of Mar 31, 2026CallValue
$685,720
CallShares
4,000
PutValue
$685,720
PutShares
4,000
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 Medical Instruments & Supplies
Healthcare · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $483,732,085 across 21 Medical Instruments & Supplies names. ALGN ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
439,107 | $202,423,931 | |
| 2 | RMD |
Resmed Inc
|
292,089 | $65,568,134 | |
| 3 | BDX |
Becton Dickinson & Co
|
398,623 | $62,675,490 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
127,174 | $31,874,887 | |
| 5 | ALGN |
Align Technology Inc
This page
|
150,475 | $25,795,926 | |
| 6 | ALC |
Alcon Inc
|
314,034 | $23,662,460 | |
| 7 | HOLX |
HOLOGIC INC
|
261,228 | $19,746,221 | |
| 8 | BAX |
Baxter International Inc
|
1,152,099 | $19,355,259 |
All Filings in ALGN
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $685,720 | 4,000 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $685,720 | 4,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $25,795,926 | 150,475 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $21,119,441 | 135,251 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $6,616,745 | 52,841 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,855,109 | 41,489 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $10,074,897 | 63,420 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,053,793 | 72,197 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $35,653,625 | 140,192 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $19,496,919 | 80,756 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $30,308,658 | 92,427 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $26,971,738 | 98,437 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $34,447,726 | 112,825 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $43,903,344 | 124,147 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $48,262,845 | 144,439 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $24,638,179 | 116,824 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $20,375,480 | 98,380 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $27,874,990 | 117,780 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $42,537,904 | 97,564 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $68,309,914 | 103,944 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $143,840,677 | 216,162 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $129,260,716 | 211,556 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $127,797,828 | 235,994 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $164,221,383 | 307,312 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $104,410,485 | 318,947 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $107,610,938 | 392,111 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $28,526,229 | 163,991 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||