Position in CORZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$357,850
+$164,537 QoQ
Shares Held
13,984
+8.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#272
of 411 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CORZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Synergy Asset Management, LLC holds $71,027,320 across 7 Software - Infrastructure names. CORZ ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
183,474 | $68,439,471 | |
| 2 | FFIV |
F5, Inc.
|
2,023 | $841,487 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,232 | $610,417 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,482 | $505,391 | |
| 5 | CORZ |
Core Scientific, Inc./tx
This page
|
13,984 | $357,850 | |
| 6 | NET |
Cloudflare, Inc.
|
960 | $235,468 | |
| 7 | DVLT |
Datavault AI Inc.
|
106,390 | $37,236 |
All Filings in CORZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,850 | 13,984 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $193,313 | 12,922 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||