Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$96,331,654
+$12,785,153 QoQ
Shares Held
3,629,678
+2.7% QoQ
Ownership
2.62%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#9
of 390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,390,056 across 148 Software - Infrastructure names. BOX ranks #39 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in BOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,331,654 | 3,629,678 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $83,546,501 | 3,534,116 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $103,239,837 | 3,451,683 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $111,182,573 | 3,445,385 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $114,364,358 | 3,346,923 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $102,271,242 | 3,314,039 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,939,609 | 3,225,937 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $106,366,705 | 3,249,823 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $85,580,858 | 3,236,795 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $88,426,821 | 3,122,416 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $77,349,678 | 3,020,292 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $69,651,225 | 2,876,961 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $81,198,446 | 2,763,732 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $70,838,037 | 2,644,197 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $78,583,762 | 2,524,374 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $59,867,791 | 2,454,604 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,567,300 | 2,329,646 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $71,016,740 | 2,443,797 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $105,303,652 | 4,020,758 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $84,893,401 | 3,586,540 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $88,388,870 | 3,459,447 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $63,286,048 | 2,756,361 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $49,738,182 | 2,755,578 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $45,015,591 | 2,593,064 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $55,099,489 | 2,654,118 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,543,835 | 2,317,937 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||