Position in BB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,556,830
+$2,258,702 QoQ
Shares Held
202,121
+119.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. BB ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in BB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,556,830 | 202,121 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $298,128 | 92,015 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $653,149 | 172,335 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $925,682 | 189,689 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $881,787 | 192,530 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $594,683 | 157,741 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $728,874 | 192,824 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $262,225 | 100,086 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $241,323 | 97,308 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $251,336 | 91,064 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $313,435 | 88,541 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $398,560 | 84,620 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $481,568 | 87,083 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $472,001 | 103,509 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $334,629 | 102,647 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $440,756 | 93,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $560,888 | 104,061 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $703,008 | 94,237 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $674,649 | 72,155 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,644,000 | 168,962 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,088,055 | 170,872 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,069,851 | 245,534 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $262,302 | 39,563 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $95,224 | 20,746 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $68,181 | 13,943 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $65,547 | 15,871 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||