Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,002,070
+$109,400 QoQ
Shares Held
37,757
-0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Derivatives in BOX
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,495
PutShares
50
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, 2026US BANCORP \DE\ holds $3,148,325,504 across 91 Software - Infrastructure names. BOX ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,520,756 | $2,059,352,401 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,374,306 | $468,665,831 | |
| 3 | ORCL |
Oracle Corp
|
1,549,498 | $227,078,930 | |
| 4 | OKTA |
Okta, Inc.
|
704,730 | $96,160,406 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
373,992 | $71,352,062 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
502,995 | $58,684,425 | |
| 7 | SNPS |
Synopsys Inc
|
124,918 | $55,722,171 | |
| 8 | FTNT |
Fortinet, Inc.
|
207,719 | $31,909,790 |
All Filings in BOX
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,070 | 37,757 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $892,670 | 37,761 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,495 | 50 | Put | Defined | 2026-01-30 | |
| 2025-12-31 | $1,275,721 | 42,652 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,490,357 | 46,184 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,708 | 50 | Put | Defined | 2025-07-24 | |
| 2025-06-30 | $1,849,656 | 54,131 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $1,479,119 | 47,930 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,290,525 | 72,485 | Shares | Defined | 2025-02-05 | |
| 2024-12-31 | $1,580 | 50 | Put | Defined | 2025-02-05 | |
| 2024-09-30 | $1,636 | 50 | Put | Defined | 2024-10-28 | |
| 2024-09-30 | $2,562,202 | 78,283 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,168,026 | 81,998 | Shares | Defined | 2024-08-07 | |
| 2024-06-30 | $250 | 50 | Put | Defined | 2024-08-07 | |
| 2024-03-31 | $1,266,725 | 44,729 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $716,873 | 27,992 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,874 | 697 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $26,794 | 912 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $19,395 | 724 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $22,538 | 724 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,414 | 755 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $17,623 | 701 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $20,371 | 701 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $27,289 | 1,042 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $52,049 | 2,199 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $47,880 | 1,874 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $32,718 | 1,425 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $26,407 | 1,463 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $40,240 | 2,318 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $48,121 | 2,318 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $32,474 | 2,313 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||