Position in ATEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,589,952
+$2,647,516 QoQ
Shares Held
149,624
+17.6% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 312 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATEN Over Time
Shares Held
Position Value (USD)
Derivatives in ATEN
reported options exposure · as of Dec 31, 2020CallValue
$5,000
CallShares
10,000
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, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. ATEN ranks #29 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in ATEN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,589,952 | 149,624 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,942,436 | 127,268 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,219,707 | 68,949 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $812,466 | 44,764 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $416,373 | 21,518 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $258,531 | 15,822 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,242 | 11,861 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $151,821 | 10,514 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $173,554 | 12,531 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $144,620 | 10,564 | Shares | Sole | 2024-05-13 | |
| 2020-12-31 | $5,000 | 10,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $8,114 | 823 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||