Position in BOX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$12,420
New position
Shares Held
468
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 390 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Fulcrum Asset Management LLP holds $43,109,265 across 41 Software - Infrastructure names. BOX ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
48,559 | $18,113,478 | |
| 2 | FTNT |
Fortinet, Inc.
|
56,540 | $8,685,674 | |
| 3 | OKTA |
Okta, Inc.
|
37,982 | $5,182,643 | |
| 4 | SNPS |
Synopsys Inc
|
5,587 | $2,492,193 | |
| 5 | PANW |
Palo Alto Networks Inc
|
6,133 | $2,091,475 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
11,554 | $1,348,005 | |
| 7 | ORCL |
Oracle Corp
|
8,497 | $1,245,235 | |
| 8 | WEX |
WEX Inc.
|
8,557 | $1,207,307 |
All Filings in BOX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,420 | 468 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||