Position in BTQ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$122,125
-$113,343 QoQ
Shares Held
45,740
-0.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 90.16178399650197.ToString("F0")%
Shared 0.ToString("F0")%
None 9.838216003498031.ToString("F0")%
Common Shares in BTQ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $2,651,554,378 across 61 Software - Infrastructure names. BTQ ranks #58 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,668,485 | $2,098,303,091 | |
| 2 | ORCL |
Oracle Corp
|
1,197,426 | $176,153,338 | |
| 3 | PANW |
Palo Alto Networks Inc
|
804,278 | $128,941,848 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
548,683 | $80,261,348 | |
| 5 | CPAY |
Corpay, Inc.
|
55,454 | $16,136,558 | |
| 6 | FFIV |
F5, Inc.
|
50,043 | $14,478,941 | |
| 7 | TWLO |
Twilio Inc
|
105,259 | $13,243,686 | |
| 8 | OKTA |
Okta, Inc.
|
152,883 | $12,033,420 |
All Filings in BTQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,125 | 45,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $235,468 | 45,990 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $288,148 | 41,640 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||