Position in BB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$163,248
+$163,092 QoQ
Shares Held
12,905
-57.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#193
of 283 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TOBAM holds $21,549,932 across 10 Software - Infrastructure names. BB ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,700 | $6,975,474 | |
| 2 | ORCL |
Oracle Corp
|
30,563 | $4,479,007 | |
| 3 | GDDY |
GoDaddy Inc.
|
50,121 | $4,254,270 | |
| 4 | FTNT |
Fortinet, Inc.
|
19,866 | $3,051,814 | |
| 5 | NTAP |
NetApp, Inc.
|
7,994 | $1,237,151 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,304 | $821,138 | |
| 7 | XYZ |
Block, Inc.
|
4,349 | $330,524 | |
| 8 | TWLO |
Twilio Inc
|
910 | $187,760 |
All Filings in BB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,248 | 12,905 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $156 | 30,159 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $153 | 22,504 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $152 | 24,261 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $124 | 22,868 | Shares | Sole | 2025-04-16 | |
| 2023-12-31 | $97,537 | 27,553 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $691,927 | 146,906 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,314,934 | 237,782 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,080,924 | 456,343 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,925,593 | 590,673 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,880,596 | 400,127 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $3,833,912 | 711,301 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,545,571 | 1,145,519 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,681,513 | 1,035,456 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,359,687 | 1,167,491 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,170,252 | 995,929 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,656,852 | 1,382,782 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,955,816 | 1,652,461 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,501,754 | 2,070,099 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,398,085 | 1,512,901 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $565,566 | 136,941 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||