Position in DLO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,129,899
+$2,095,751 QoQ
Shares Held
1,241,239
+14.7% QoQ
Ownership
0.422%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 163 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DLO Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $83,697,942,470 across 125 Software - Infrastructure names. DLO ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,173,516 | $50,422,424,930 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,715,578 | $7,405,446,401 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,697,852 | $6,238,259,685 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
29,494,974 | $3,441,178,605 | |
| 5 | ORCL |
Oracle Corp
|
22,899,905 | $3,355,981,067 | |
| 6 | TWLO |
Twilio Inc
|
12,224,027 | $2,522,183,481 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
13,850,206 | $2,174,897,840 | |
| 8 | CPAY |
Corpay, Inc.
|
4,766,416 | $1,588,503,450 |
All Filings in DLO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,129,899 | 1,241,239 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $14,034,148 | 1,082,047 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,312,473 | 304,984 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,904,151 | 273,400 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $138,121 | 12,180 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $812,674 | 97,443 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,960,828 | 262,951 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,945,512 | 493,189 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,719,788 | 212,582 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,423,159 | 232,868 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $4,394,406 | 248,412 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,031,507 | 210,303 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $151,744 | 12,433 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,147,840 | 70,767 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $215,862 | 13,864 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,964,997 | 193,226 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $220,027 | 8,382 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $228,041 | 7,295 | Shares | Defined | 2022-05-11 | |
| 2021-09-30 | $3,928,373 | 72,001 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $47,277 | 900 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||