Position in DOCN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,531,490
+$12,129,776 QoQ
Shares Held
105,276
+105.2% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#87
of 564 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. DOCN ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in DOCN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,531,490 | 105,276 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,401,714 | 51,314 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,460,730 | 30,356 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,137,425 | 33,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $828,639 | 29,014 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $761,759 | 22,814 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $569,105 | 16,704 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $715,024 | 17,703 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $712,375 | 20,500 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $790,287 | 20,699 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $725,104 | 19,763 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,607,102 | 66,879 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,380,663 | 59,309 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,363,517 | 60,340 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,302,589 | 90,404 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,658,756 | 45,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $802,797 | 19,410 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,036,267 | 17,913 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,180,610 | 14,697 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,295,023 | 16,682 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||