Position in DAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$175,213
-$262,984 QoQ
Shares Held
39,641
-42.8% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Engineers Gate Manager LP holds $301,044,772 across 70 Software - Infrastructure names. DAVA ranks #61 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
196,159 | $72,612,177 | |
| 2 | FTNT |
Fortinet, Inc.
|
307,319 | $25,114,108 | |
| 3 | TWLO |
Twilio Inc
|
196,838 | $24,766,157 | |
| 4 | OKTA |
Okta, Inc.
|
230,034 | $18,105,976 | |
| 5 | NET |
Cloudflare, Inc.
|
85,325 | $17,605,960 | |
| 6 | GDDY |
GoDaddy Inc.
|
209,259 | $17,299,441 | |
| 7 | FFIV |
F5, Inc.
|
42,623 | $12,332,112 | |
| 8 | MDB |
MongoDB, Inc.
|
46,045 | $11,270,434 |
All Filings in DAVA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,213 | 39,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $438,197 | 69,335 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,492 | 10,164 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $165,149 | 10,780 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,714 | 18,950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $375,280 | 12,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $653,772 | 25,598 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $902,170 | 30,854 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $574,456 | 8,551 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $254,307 | 3,154 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $302,945 | 2,230 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $259,480 | 7,380 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||