Position in DAVA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$84,240
New position
Shares Held
19,059
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SmartHarvest Portfolios, LLC holds $12,216,409 across 11 Software - Infrastructure names. DAVA ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
21,174 | $7,837,979 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
12,633 | $1,847,955 | |
| 3 | ORCL |
Oracle Corp
|
7,003 | $1,030,211 | |
| 4 | SNPS |
Synopsys Inc
|
879 | $348,505 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,026 | $324,808 | |
| 6 | IOT |
Samsara Inc.
|
9,591 | $303,938 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,515 | $205,525 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
954 | $93,112 |
All Filings in DAVA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,240 | 19,059 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||