Position in BOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,398,421
+$1,694,124 QoQ
Shares Held
165,728
+44.9% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 390 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Derivatives in BOX
reported options exposure · as of Sep 30, 2021CallValue
$203,000
CallShares
100,000
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, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. BOX ranks #35 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in BOX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,398,421 | 165,728 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,704,297 | 114,395 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,390,067 | 46,475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,922,194 | 59,566 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,341,205 | 39,251 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $657,348 | 21,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $489,451 | 15,489 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $515,267 | 15,743 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $399,559 | 15,112 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $403,615 | 14,252 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $243,467 | 7,821 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $209,232 | 7,200 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $203,000 | 100,000 | Call | Sole | 2021-11-10 | |
| 2021-09-30 | $78,371 | 3,311 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $296,000 | 100,000 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $83,804 | 3,280 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $341,461 | 14,872 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $294,000 | 100,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $80,415 | 35,800 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $161,078 | 8,924 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $259,618 | 14,955 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $5,208 | 300 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $5,000 | 7,000 | Put | Sole | 2020-07-23 | |
| 2020-06-30 | $233,176 | 11,232 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||