Position in DLO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,360,558
-$30,077,824 QoQ
Shares Held
2,644,137
-46.8% QoQ
Ownership
0.899%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#10
of 163 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in DLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARSHALL WACE, LLP holds $3,379,143,130 across 82 Software - Infrastructure names. DLO ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,340,231 | $1,245,972,967 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,609,060 | $304,399,030 | |
| 3 | NET |
Cloudflare, Inc.
|
1,065,580 | $261,365,460 | |
| 4 | PANW |
Palo Alto Networks Inc
|
485,051 | $165,412,091 | |
| 5 | FTNT |
Fortinet, Inc.
|
967,900 | $148,688,798 | |
| 6 | ORCL |
Oracle Corp
|
968,054 | $141,868,313 | |
| 7 | RELY |
Remitly Global, Inc.
|
4,757,532 | $106,616,291 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
2,031,890 | $98,831,129 |
All Filings in DLO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,360,558 | 2,644,137 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $64,438,382 | 4,968,264 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $51,791,594 | 3,662,772 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $43,983,168 | 3,080,054 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $30,436,423 | 2,683,988 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $13,646,706 | 1,636,296 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $19,110,752 | 1,697,225 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $16,209,056 | 2,026,132 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,359,733 | 538,904 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $18,720,420 | 1,273,498 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $33,405,512 | 1,888,384 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $22,195,025 | 1,157,800 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $9,156,691 | 750,241 | Shares | Other | 2023-08-14 | |
| 2022-09-30 | $12,568,889 | 612,519 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,925,891 | 187,653 | Shares | Other | 2022-08-15 | |
| 2021-09-30 | $9,815,398 | 179,901 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||