Position in DAVA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$877,811
-$868,256 QoQ
Shares Held
310,181
-21.5% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 72 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARSHALL WACE, LLP holds $3,379,143,130 across 82 Software - Infrastructure names. DAVA ranks #65 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,340,231 | $1,245,972,967 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,609,060 | $304,399,030 | |
| 3 | NET |
Cloudflare, Inc.
|
1,065,580 | $261,365,460 | |
| 4 | PANW |
Palo Alto Networks Inc
|
485,051 | $165,412,091 | |
| 5 | FTNT |
Fortinet, Inc.
|
967,900 | $148,688,798 | |
| 6 | ORCL |
Oracle Corp
|
968,054 | $141,868,313 | |
| 7 | RELY |
Remitly Global, Inc.
|
4,757,532 | $106,616,291 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
2,031,890 | $98,831,129 |
All Filings in DAVA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,811 | 310,181 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,746,067 | 395,038 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,301,256 | 205,895 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $682,335 | 74,982 | Shares | Other | 2025-11-13 | |
| 2024-12-31 | $2,105,495 | 68,139 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $615,514 | 24,100 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,426,300 | 185,578 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $24,008,869 | 631,148 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,348,739 | 145,777 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $7,410,307 | 129,212 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $10,635,179 | 205,352 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $21,389,171 | 318,386 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $31,398,124 | 410,433 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $37,345,235 | 463,168 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $29,001,020 | 328,549 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $44,417,785 | 333,893 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $70,310,958 | 418,717 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $78,549,013 | 578,204 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $73,172,163 | 645,371 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $43,087,646 | 508,769 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $73,345,830 | 955,646 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $38,801,822 | 614,439 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||