Position in DAVA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$125,214
+$122,054 QoQ
Shares Held
28,329
+5565.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026JPMORGAN CHASE & CO holds $65,571,787,301 across 116 Software - Infrastructure names. DAVA ranks #92 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
127,128,999 | $47,059,341,549 | |
| 2 | ORCL |
Oracle Corp
|
32,492,417 | $4,779,959,454 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,553,535 | $3,152,851,089 | |
| 4 | PANW |
Palo Alto Networks Inc
|
13,469,336 | $2,159,403,936 | |
| 5 | CPAY |
Corpay, Inc.
|
4,821,440 | $1,402,990,817 | |
| 6 | NET |
Cloudflare, Inc.
|
5,902,745 | $1,217,972,395 | |
| 7 | TWLO |
Twilio Inc
|
9,373,200 | $1,179,336,017 | |
| 8 | SNPS |
Synopsys Inc
|
1,741,876 | $690,618,988 |
All Filings in DAVA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,214 | 28,329 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,160 | 500 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,550 | 500 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $643,853 | 42,027 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $874,905 | 44,844 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $26,539,821 | 858,894 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,628,900 | 298,704 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $10,184,174 | 348,296 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,084,167 | 81,077 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $4,227,252 | 54,300 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $15,505,545 | 270,367 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $33,628,799 | 649,330 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,739,834 | 293,835 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $3,391,704 | 44,336 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $593,436 | 7,360 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,168,252 | 13,235 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,362,359 | 10,241 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $9,247,689 | 55,072 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,740,116 | 123,225 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,708,618 | 173,828 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,564,699 | 101,130 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $15,335,647 | 199,813 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $320,802 | 5,080 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,945,343 | 123,092 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,305,033 | 37,117 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||