Position in BOX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$578,280
+$195,667 QoQ
Shares Held
21,789
+34.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#194
of 390 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $2,990,244,447 across 62 Software - Infrastructure names. BOX ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,476,562 | $2,042,867,156 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,111,104 | $378,908,686 | |
| 3 | ORCL |
Oracle Corp
|
1,270,385 | $186,174,921 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
459,622 | $53,624,098 | |
| 5 | NET |
Cloudflare, Inc.
|
208,879 | $51,233,841 | |
| 6 | FTNT |
Fortinet, Inc.
|
211,837 | $32,542,399 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
144,764 | $27,618,799 | |
| 8 | FFIV |
F5, Inc.
|
50,745 | $21,107,890 |
All Filings in BOX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,280 | 21,789 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $382,613 | 16,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $284,892 | 9,525 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $346,321 | 10,732 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $349,970 | 11,075 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $573,461 | 17,521 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $296,233 | 11,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $340,859 | 12,036 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $221,680 | 8,656 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $231,063 | 8,625 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $264,605 | 8,500 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||