Position in BOX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,037,501
+$232,370 QoQ
Shares Held
39,092
+14.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#156
of 390 holders
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Campbell & CO Investment Adviser LLC holds $53,534,217 across 31 Software - Infrastructure names. BOX ranks #19 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
33,068 | $6,308,878 | |
| 2 | FFIV |
F5, Inc.
|
14,268 | $5,934,917 | |
| 3 | NET |
Cloudflare, Inc.
|
20,956 | $5,140,087 | |
| 4 | MSFT |
Microsoft Corp
|
9,334 | $3,481,768 | |
| 5 | NTAP |
NetApp, Inc.
|
18,034 | $2,790,941 | |
| 6 | SNPS |
Synopsys Inc
|
6,114 | $2,727,271 | |
| 7 | PATH |
UiPath, Inc.
|
234,283 | $2,546,656 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
21,466 | $2,504,438 |
All Filings in BOX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,501 | 39,092 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $805,131 | 34,058 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $516,994 | 17,285 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $4,000,111 | 117,065 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $776,159 | 24,562 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $647,727 | 24,498 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $932,832 | 32,939 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $216,071 | 8,437 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,153,915 | 88,968 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $445,812 | 15,174 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $775,088 | 28,932 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $988,502 | 31,754 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $421,678 | 17,289 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $1,066,879 | 36,713 | Shares | Sole | 2022-05-09 | |
| 2020-06-30 | $418,957 | 20,181 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||