Position in CGNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,485
New position
Shares Held
5,750
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 135 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Truvestments Capital LLC holds $24,214,650 across 42 Software - Infrastructure names. CGNT ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in CGNT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,485 | 5,750 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||