Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$77,364
-$8,070 QoQ
Shares Held
2,915
-19.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#278
of 390 holders
Holding Since
Mar 2020
25 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, 2026Truvestments Capital LLC holds $24,214,650 across 42 Software - Infrastructure names. BOX ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in BOX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,364 | 2,915 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $85,434 | 3,614 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,008 | 3,678 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $135,824 | 4,209 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $193,504 | 5,663 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $192,905 | 6,251 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $213,236 | 6,748 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $220,862 | 6,748 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $164,567 | 5,811 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $162,802 | 6,357 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $168,767 | 6,971 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $222,935 | 7,588 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $223,642 | 8,348 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $371,194 | 11,924 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $501,702 | 20,570 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $526,305 | 20,935 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $653,588 | 22,491 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $624,683 | 23,852 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $547,321 | 23,123 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $574,670 | 22,492 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $520,870 | 22,686 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $325,098 | 18,011 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $284,079 | 16,364 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $196,389 | 9,460 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $71,365 | 5,083 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||