Position in DAVA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,219
-$21,473 QoQ
Shares Held
13,505
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 72 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DAVA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SIH Partners, LLLP holds $54,027,993 across 13 Software - Infrastructure names. DAVA ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYZ |
Block, Inc.
|
306,489 | $23,293,164 | |
| 2 | RELY |
Remitly Global, Inc.
|
266,464 | $5,971,458 | |
| 3 | ORCL |
Oracle Corp
|
38,583 | $5,654,338 | |
| 4 | MSFT |
Microsoft Corp
|
13,340 | $4,976,086 | |
| 5 | MDB |
MongoDB, Inc.
|
14,796 | $4,969,976 | |
| 6 | SNPS |
Synopsys Inc
|
6,704 | $2,990,453 | |
| 7 | IOT |
Samsara Inc.
|
70,680 | $2,292,152 | |
| 8 | CRWV |
CoreWeave, Inc.
|
17,101 | $1,702,233 |
All Filings in DAVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,219 | 13,505 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $59,692 | 13,505 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $85,351 | 13,505 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $122,895 | 13,505 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $206,896 | 13,505 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $263,482 | 13,505 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $417,304 | 13,505 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||