Position in DAVA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,595
-$1,767 QoQ
Shares Held
361
-32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $737,121,745 across 101 Software - Infrastructure names. DAVA ranks #97 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 5 | PANW |
Palo Alto Networks Inc
|
127,517 | $20,443,525 | |
| 6 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 7 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 | |
| 8 | AKAM |
Akamai Technologies Inc
|
116,365 | $13,364,520 |
All Filings in DAVA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,595 | 361 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,362 | 532 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $637 | 70 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,838 | 120 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,497 | 128 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,955 | 128 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,269 | 128 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,584 | 191 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,477 | 144 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,089 | 14 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,154 | 55 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,139 | 22 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,477 | 22 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,289 | 43 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,773 | 22 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $706 | 8 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,064 | 8 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||