Position in DAVA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,365
-$50,614 QoQ
Shares Held
23,612
-3.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 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, 2026Woodline Partners LP holds $1,073,710,448 across 28 Software - Infrastructure names. DAVA ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,411,889 | $522,638,951 | |
| 2 | AKAM |
Akamai Technologies Inc
|
856,926 | $98,417,951 | |
| 3 | NET |
Cloudflare, Inc.
|
419,492 | $86,557,979 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
543,243 | $79,465,586 | |
| 5 | ORCL |
Oracle Corp
|
449,710 | $66,156,838 | |
| 6 | OKTA |
Okta, Inc.
|
559,731 | $44,056,427 | |
| 7 | TWLO |
Twilio Inc
|
275,639 | $34,680,898 | |
| 8 | FTNT |
Fortinet, Inc.
|
361,279 | $29,523,719 |
All Filings in DAVA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,365 | 23,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $154,979 | 24,522 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $275,083 | 30,229 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $599,152 | 30,710 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,106,154 | 327,060 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $4,866,495 | 127,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,959,428 | 127,931 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,336,842 | 127,931 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,939,147 | 76,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,109,710 | 76,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,926,600 | 64,400 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||