Position in BOX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$91,999,475
+$12,777,133 QoQ
Shares Held
3,466,446
+3.4% QoQ
Ownership
2.50%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Derivatives in BOX
reported options exposure · as of Sep 30, 2023CallValue
$4,842,000
CallShares
200,000
PutValue
$4,842,000
PutShares
200,000
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, 2026BANK OF AMERICA CORP /DE/ holds $49,568,151,804 across 111 Software - Infrastructure names. BOX ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,289,286 | $27,338,369,461 | |
| 2 | PANW |
Palo Alto Networks Inc
|
22,681,876 | $7,734,973,348 | |
| 3 | ORCL |
Oracle Corp
|
23,954,012 | $3,510,460,455 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
19,020,265 | $2,219,094,314 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,769,052 | $1,863,788,580 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,272,471 | $823,441,761 | |
| 7 | FTNT |
Fortinet, Inc.
|
4,275,821 | $656,851,618 | |
| 8 | NET |
Cloudflare, Inc.
|
2,208,432 | $541,684,199 |
All Filings in BOX
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,999,475 | 3,466,446 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $79,222,342 | 3,351,199 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $103,725,274 | 3,467,913 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $116,915,012 | 3,623,025 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $128,138,148 | 3,750,019 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $114,857,153 | 3,721,878 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $109,676,013 | 3,470,760 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $123,288,342 | 3,766,830 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $98,279,089 | 3,717,061 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $99,625,028 | 3,517,833 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $70,292,072 | 2,744,712 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,842,000 | 200,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $4,842,000 | 200,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $65,225,853 | 2,694,170 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $74,664,037 | 2,541,322 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $69,750,147 | 2,603,589 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $80,104,834 | 2,573,236 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $63,665,874 | 2,610,327 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $62,108,292 | 2,470,497 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $68,796,438 | 2,367,393 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $59,823,325 | 2,284,205 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $9,579,483 | 404,710 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,859,383 | 307,608 | Shares | Defined | 2021-09-13 | |
| 2021-06-30 | $22,484,000 | 880,000 | Call | Defined | 2021-09-13 | |
| 2021-03-31 | $11,156,264 | 485,900 | Put | Defined | 2021-05-14 | |
| 2021-03-31 | $9,604,168 | 418,300 | Call | Defined | 2021-05-14 | |
| 2021-03-31 | $13,605,267 | 592,564 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,877,138 | 547,210 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,973,075 | 401,675 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,341,514 | 305,468 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,522,169 | 322,092 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||