Position in BRZE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,594,123
+$906,712 QoQ
Shares Held
67,519
+236.8% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BRZE Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $324,237,154 across 144 Software - Application names. BRZE ranks #31 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
161,806 | $20,193,388 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in BRZE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,594,123 | 67,519 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $687,411 | 20,047 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $371,142 | 13,050 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $168,852 | 6,009 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $197,610 | 5,477 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $67,887 | 1,621 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $33,924 | 1,049 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $10,292 | 265 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $575 | 13 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,540 | 29 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $747 | 16 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $700 | 16 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $553 | 16 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||