Position in BOX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,441,493
-$10,874,214 QoQ
Shares Held
54,314
-89.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 391 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)
Derivatives in BOX
reported options exposure · as of Dec 31, 2024CallValue
$474,000
CallShares
15,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HighTower Advisors, LLC holds $2,789,732,904 across 57 Software - Infrastructure names. BOX ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,008,045 | $1,868,100,945 | |
| 2 | PANW |
Palo Alto Networks Inc
|
803,974 | $274,171,213 | |
| 3 | ORCL |
Oracle Corp
|
1,243,136 | $182,181,580 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
759,148 | $144,834,051 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
682,258 | $79,599,040 | |
| 6 | SNPS |
Synopsys Inc
|
119,361 | $53,243,361 | |
| 7 | FTNT |
Fortinet, Inc.
|
315,086 | $48,403,511 | |
| 8 | NET |
Cloudflare, Inc.
|
126,579 | $31,047,297 |
All Filings in BOX
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,441,493 | 54,314 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,315,707 | 520,969 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,030,680 | 435,663 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,312,762 | 412,543 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $13,111,814 | 383,723 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,266,806 | 429,903 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $474,000 | 15,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $13,332,735 | 421,922 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,496,280 | 412,352 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $3,750 | 15,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $2,400 | 15,000 | Call | Sole | 2024-08-13 | |
| 2024-06-30 | $11,764,768 | 444,961 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,853,796 | 453,877 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $924,213 | 36,088 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $937,677 | 38,731 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,063,445 | 70,233 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $998,034 | 37,254 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,289,497 | 41,423 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $986,136 | 40,432 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $990,792 | 39,411 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,155,687 | 39,769 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $145 | 5 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $1,570,221 | 59,955 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,460,510 | 61,703 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $534,787 | 20,931 | Shares | Sole | 2021-08-06 | |
| 2021-06-30 | $22,000 | 20,000 | Call | Sole | 2021-08-06 | |
| 2021-03-31 | $497,841 | 21,683 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $371,523 | 20,583 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $180,769 | 10,413 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $439,738 | 21,182 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,000 | 1,000 | Call | Sole | 2020-05-21 | |
| 2020-03-31 | $379,880 | 27,057 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||