Position in BOX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$547,334
+$77,655 QoQ
Shares Held
20,623
+3.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 390 holders
Holding Since
Mar 2020
26 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, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. BOX ranks #68 (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 BOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,334 | 20,623 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $469,679 | 19,868 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $627,541 | 20,981 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $714,135 | 22,130 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $683,775 | 20,011 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $591,092 | 19,154 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $655,921 | 20,757 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $611,756 | 18,691 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $491,651 | 18,595 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $531,877 | 18,781 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $450,070 | 17,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $321,799 | 13,292 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $284,045 | 9,668 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $357,485 | 13,344 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $415,398 | 13,344 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $327,265 | 13,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,828 | 13,955 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $405,154 | 13,942 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $707,627 | 27,019 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $640,983 | 27,080 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $595,366 | 23,302 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $569,959 | 24,824 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $386,667 | 21,422 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $447,540 | 25,780 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $569,093 | 27,413 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $434,509 | 30,948 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||