Position in DLO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,918,250
+$146,810 QoQ
Shares Held
225,000
+14.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLO Over Time
Shares Held
Position Value (USD)
Derivatives in DLO
reported options exposure · as of Sep 30, 2025CallValue
$12,175,128
CallShares
852,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026J. Goldman & Co LP holds $68,919,135 across 13 Software - Infrastructure names. DLO ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
110,669 | $12,710,334 | |
| 2 | NET |
Cloudflare, Inc.
|
50,700 | $10,461,438 | |
| 3 | ORCL |
Oracle Corp
|
68,983 | $10,148,089 | |
| 4 | VRSN |
Verisign Inc/Ca
|
31,830 | $7,905,298 | |
| 5 | TENB |
Tenable Holdings, Inc.
|
384,796 | $6,510,748 | |
| 6 | GTLB |
Gitlab Inc.
|
247,357 | $5,352,805 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
60,637 | $5,201,441 | |
| 8 | MSFT |
Microsoft Corp
|
11,499 | $4,256,584 |
All Filings in DLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,918,250 | 225,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,771,440 | 196,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,165,704 | 501,800 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $12,175,128 | 852,600 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $11,507,979 | 1,014,813 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $11,340,000 | 1,000,000 | Call | Sole | 2025-08-14 | |
| 2024-12-31 | $15,214,298 | 1,351,181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,600,000 | 450,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $324,000 | 40,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,281,000 | 900,000 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $2,002,275 | 247,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,308,235 | 225,050 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $277,733 | 15,700 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $8,358,525 | 472,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $860,733 | 44,900 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $7,720,717 | 402,750 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $183,075 | 15,000 | Put | Sole | 2023-08-14 | |
| 2022-12-31 | $116,775 | 7,500 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $260,604 | 12,700 | Put | Sole | 2022-11-14 | |
| 2022-06-30 | $157,500 | 6,000 | Put | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||