Position in BAND
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$373,471
+$104,811 QoQ
Shares Held
20,958
+20.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BAND Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $756,659,084 across 101 Software - Infrastructure names. BAND ranks #52 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
69,921 | $27,297,857 | |
| 5 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 6 | PANW |
Palo Alto Networks Inc
|
127,517 | $20,443,525 | |
| 7 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 8 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 |
All Filings in BAND
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $373,471 | 20,958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $268,660 | 17,389 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $301,810 | 18,105 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $327,667 | 20,608 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $97,726 | 7,460 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $29,750 | 1,748 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,010 | 1,771 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $17,302 | 1,025 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $16,872 | 924 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $11,879 | 821 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $12,318 | 1,093 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $10,547 | 771 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $25,809 | 1,698 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $40,598 | 1,769 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,769 | 989 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $10,388 | 552 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $842 | 26 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,583 | 36 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||