Position in BOX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$369,304
-$78,837 QoQ
Shares Held
15,622
+4.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $779,773,504 across 25 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,415,755 | $528,104,930 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
426,114 | $49,714,720 | |
| 3 | ORCL |
Oracle Corp
|
319,909 | $46,882,663 | |
| 4 | PANW |
Palo Alto Networks Inc
|
116,563 | $39,750,314 | |
| 5 | FTNT |
Fortinet, Inc.
|
187,674 | $28,830,479 | |
| 6 | SNPS |
Synopsys Inc
|
57,110 | $25,475,057 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
246,740 | $11,768,572 | |
| 8 | NET |
Cloudflare, Inc.
|
30,991 | $7,601,472 |
All Filings in BOX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,304 | 15,622 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $448,141 | 14,983 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $406,376 | 12,593 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $422,785 | 12,373 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $595,011 | 19,281 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $547,944 | 17,340 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $553,071 | 16,898 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $418,571 | 15,831 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $432,474 | 15,271 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $247,418 | 9,661 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $213,532 | 8,820 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $235,715 | 8,023 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||