Position in BOX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$352,779
+$86,903 QoQ
Shares Held
14,923
+91.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $51,331,776 across 14 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
122,251 | $18,780,198 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
46,960 | $8,959,263 | |
| 3 | DOX |
Amdocs Ltd
|
148,176 | $7,488,815 | |
| 4 | MSFT |
Microsoft Corp
|
16,447 | $6,135,059 | |
| 5 | GDDY |
GoDaddy Inc.
|
52,114 | $4,423,436 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
19,447 | $2,268,881 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
97,088 | $633,984 | |
| 8 | PANW |
Palo Alto Networks Inc
|
1,666 | $568,139 |
All Filings in BOX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,779 | 14,923 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $265,876 | 7,781 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $980,864 | 31,040 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $591,038 | 18,058 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $207,263 | 7,839 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $338,604 | 11,525 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $2,989,798 | 114,158 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,803,677 | 76,201 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||