Position in BOX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$361,580
+$78,775 QoQ
Shares Held
13,624
+13.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 390 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. BOX ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in BOX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,580 | 13,624 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $282,805 | 11,963 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $282,948 | 9,460 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $293,333 | 9,090 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $306,163 | 8,960 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $251,569 | 8,152 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $264,175 | 8,360 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $209,471 | 6,400 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||