Position in APPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,718,338
+$4,425,740 QoQ
Shares Held
206,041
+1597.8% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 213 holders
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APPN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Holocene Advisors, LP holds $2,548,772,348 across 24 Software - Infrastructure names. APPN ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,277,000 | $1,595,406,540 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,734,000 | $318,975,780 | |
| 3 | VRSN |
Verisign Inc/Ca
|
496,573 | $124,917,903 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
554,580 | $105,805,545 | |
| 5 | PANW |
Palo Alto Networks Inc
|
295,304 | $100,704,570 | |
| 6 | OKTA |
Okta, Inc.
|
635,447 | $86,706,743 | |
| 7 | FTNT |
Fortinet, Inc.
|
563,000 | $86,488,060 | |
| 8 | RBRK |
Rubrik, Inc.
|
525,000 | $42,147,000 |
All Filings in APPN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,718,338 | 206,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,598 | 12,136 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $499,259 | 16,720 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $892,669 | 27,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,563,811 | 75,097 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,739,516 | 56,368 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,082,433 | 52,126 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $379,010 | 10,064 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,328,204 | 29,928 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $309,164 | 7,572 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $884,211 | 18,670 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,409,931 | 39,624 | Shares | Sole | 2022-05-16 | |
| 2020-09-30 | $438,292 | 6,769 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||