Position in ATEN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,166,962
+$2,507,816 QoQ
Shares Held
138,302
+20.2% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 312 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ATEN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $2,540,137,100 across 45 Software - Infrastructure names. ATEN ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,242,987 | $1,582,719,009 | |
| 2 | ORCL |
Oracle Corp
|
1,808,312 | $265,008,123 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,096,712 | $209,236,197 | |
| 4 | PANW |
Palo Alto Networks Inc
|
446,300 | $152,197,225 | |
| 5 | TWLO |
Twilio Inc
|
505,050 | $104,206,966 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
329,042 | $38,389,329 | |
| 7 | MDB |
MongoDB, Inc.
|
111,948 | $37,603,332 | |
| 8 | NET |
Cloudflare, Inc.
|
86,163 | $21,134,060 |
All Filings in ATEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,166,962 | 138,302 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,659,146 | 115,015 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,034,137 | 114,988 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,690,146 | 93,121 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,831,264 | 94,639 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,578,738 | 96,618 | Shares | Defined | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||