Position in ATEN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,517,656
+$18,499,585 QoQ
Shares Held
736,554
+88.8% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#28
of 312 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ATEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UBS Group AG holds $26,509,614,099 across 166 Software - Infrastructure names. ATEN ranks #49 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,883,844 | $13,385,391,482 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,758,096 | $2,304,645,894 | |
| 3 | ORCL |
Oracle Corp
|
13,398,656 | $1,963,573,031 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,887,992 | $1,314,125,550 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,236,258 | $1,077,594,217 | |
| 6 | SNPS |
Synopsys Inc
|
2,399,508 | $1,070,348,530 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,172,422 | $487,347,465 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,465,874 | $444,533,095 |
All Filings in ATEN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,517,656 | 736,554 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,018,071 | 390,055 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,610,219 | 430,199 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $11,001,731 | 606,156 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,551,317 | 390,249 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,036,633 | 369,439 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,230,908 | 121,245 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,144,542 | 79,262 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,695,417 | 194,615 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,496,754 | 109,332 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,539,045 | 116,860 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $333,515 | 22,190 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,967,898 | 134,880 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $670,871 | 43,310 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $546,129 | 32,840 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $614,467 | 46,305 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $191,944 | 13,348 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $580,682 | 41,626 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $566,008 | 34,138 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $101,410 | 7,523 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $756,660 | 67,199 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $803,434 | 83,604 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $593,917 | 60,235 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $26,053 | 4,090 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $143,411 | 21,059 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $175,407 | 28,246 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||