Position in BOX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,100,215
+$1,253,787 QoQ
Shares Held
79,134
+121.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
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
$7,477,500
PutShares
250,000
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 MONTREAL /CAN/ holds $10,360,689,028 across 69 Software - Infrastructure names. BOX ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,621,788 | $5,454,219,356 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
5,789,996 | $1,104,644,382 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
9,454,670 | $1,103,076,346 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,971,233 | $1,013,249,873 | |
| 5 | ORCL |
Oracle Corp
|
4,058,532 | $594,777,861 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,502,272 | $230,779,022 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
2,215,823 | $162,176,083 | |
| 8 | AKAM |
Akamai Technologies Inc
|
1,083,695 | $128,103,582 |
All Filings in BOX
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,215 | 79,134 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $846,428 | 35,805 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,938,837 | 198,557 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $7,477,500 | 250,000 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $20,886,432 | 647,240 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,925,537 | 407,537 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $14,271,204 | 462,450 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,638,246 | 368,299 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,464,630 | 319,726 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,302,911 | 351,850 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,587,104 | 303,217 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,176,125 | 280,208 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $7,106,045 | 293,517 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $3,002,040 | 124,000 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $6,688,002 | 227,638 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $5,902,102 | 220,310 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $5,485,696 | 176,219 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $4,420,246 | 181,232 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,151,612 | 204,917 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,144,229 | 177,021 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,904,495 | 187,266 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $30,771 | 1,300 | Put | Defined | 2021-11-12 | |
| 2021-09-30 | $19,697,083 | 832,154 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,908,358 | 192,108 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,050,578 | 263,527 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,121,938 | 117,559 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,189,782 | 241,347 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,028,815 | 338,575 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,855,087 | 345,804 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||