L2 Asset Management, LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1686988
Wayland, MA
Position in CHKP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,431,060
+$732,717 QoQ
Shares Held
18,497
+55.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#224
of 630 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026L2 Asset Management, LLC holds $47,783,823 across 17 Software - Infrastructure names. CHKP ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,796 | $15,963,763 | |
| 2 | NTAP |
NetApp, Inc.
|
89,426 | $13,839,567 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
This page
|
18,497 | $2,431,060 | |
| 4 | CPAY |
Corpay, Inc.
|
6,374 | $2,124,262 | |
| 5 | GDDY |
GoDaddy Inc.
|
21,208 | $1,800,135 | |
| 6 | FFIV |
F5, Inc.
|
4,086 | $1,699,612 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
13,655 | $1,593,128 | |
| 8 | PANW |
Palo Alto Networks Inc
|
4,633 | $1,579,945 |
All Filings in CHKP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,431,060 | 18,497 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,698,343 | 11,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,666,834 | 25,150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,620,718 | 17,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,622,918 | 11,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,692,987 | 16,203 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,694,827 | 14,434 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,983,629 | 10,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,841,630 | 17,222 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,781,219 | 29,152 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,737,243 | 24,460 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $93,962 | 705 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,398,397 | 27,053 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,054,220 | 23,494 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,497,771 | 11,872 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,390,728 | 12,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $575,045 | 4,722 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||