Position in BOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,844,816
+$13,294,522 QoQ
Shares Held
1,312,917
+44.0% QoQ
Ownership
0.948%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Derivatives in BOX
reported options exposure · as of Jun 30, 2026CallValue
$56,207,447
CallShares
2,117,839
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, 2026UBS Group AG holds $26,509,560,690 across 166 Software - Infrastructure names. BOX ranks #40 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,883,844 | $13,385,391,482 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,758,096 | $2,304,645,894 | |
| 3 | ORCL |
Oracle Corp
|
13,398,656 | $1,963,573,031 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,887,992 | $1,314,125,550 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,236,258 | $1,077,594,217 | |
| 6 | SNPS |
Synopsys Inc
|
2,399,508 | $1,070,348,530 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,172,422 | $487,347,465 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,465,874 | $444,533,095 |
All Filings in BOX
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,207,447 | 2,117,839 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $34,844,816 | 1,312,917 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $50,065,713 | 2,117,839 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $21,550,294 | 911,603 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $50,155,629 | 1,676,885 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $97,619,749 | 3,263,783 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $103,773,607 | 3,215,792 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $253,239,728 | 7,847,528 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $112,440,826 | 3,290,630 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $268,150,031 | 7,847,528 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $105,818,629 | 3,428,990 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $242,146,940 | 7,846,628 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $1,779,080 | 56,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $110,140,188 | 3,485,449 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $247,953,444 | 7,846,628 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $256,820,134 | 7,846,628 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $62,533,936 | 1,910,600 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $116,694,685 | 4,413,566 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $49,490,259 | 1,871,795 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,755,799 | 273,863 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,637,810 | 1,001,086 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,806,216 | 198,522 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,079,427 | 206,924 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,112,203 | 78,843 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,528,189 | 177,584 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,933,579 | 120,278 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,354,015 | 53,859 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,821,579 | 97,095 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,693,272 | 179,201 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,321,376 | 55,825 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,512,380 | 59,193 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,321,003 | 57,535 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,653,036 | 91,581 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,185,971 | 125,920 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,096,169 | 52,802 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,293,631 | 92,139 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||