Paragon Capital Management Ltd

Position in DOCN — DigitalOcean Holdings, Inc.

CIK 1569765 DENVER, CO

Position in DOCN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$40,162,934

+$13,756,248 QoQ

Shares Held

255,766

-16.9% QoQ

Ownership

0.218%

of shares outstanding

% of Portfolio

15.97%

of 13F equity value

Holder Rank

#60

of 564 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Paragon Capital Management Ltd holds $83,206,496 across 6 Software - Infrastructure names. DOCN ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCN	DigitalOcean Holdings, Inc. This page	255,766	$40,162,934
2	MSFT	Microsoft Corp	56,526	$21,085,328
3	OKTA	Okta, Inc.	124,200	$16,947,090
4	IOT	Samsara Inc.	83,389	$2,704,305
5	INFQ	Infleqtion, Inc.	94,080	$1,253,145
6	ORCL	Oracle Corp	7,190	$1,053,694

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,162,934	255,766	-16.9%	Shares	Sole	2026-07-29
2026-03-31	$26,406,686	307,842	0.0%	Shares	Sole	2026-04-15
2025-12-31	$14,813,357	307,842	-17.9%	Shares	Sole	2026-01-22
2025-09-30	$12,802,792	374,789	-0.4%	Shares	Sole	2025-10-15
2025-06-30	$10,751,097	376,439	-0.0%	Shares	Sole	2025-07-16
2025-03-31	$12,570,199	376,466	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$12,819,382	376,266	0.0%	Shares	Sole	2025-01-14
2024-09-30	$15,197,383	376,266	0.0%	Shares	Sole	2024-10-10
2024-06-30	$13,075,243	376,266	0.0%	Shares	Sole	2024-07-12
2024-03-31	$14,365,835	376,266	-0.1%	Shares	Sole	2024-04-11
2023-12-31	$13,816,206	376,566	0.0%	Shares	Sole	2024-01-12
2023-09-30	$9,048,880	376,566	-0.1%	Shares	Sole	2023-10-10
2023-06-30	$15,135,429	377,066	0.0%	Shares	Sole	2023-07-11
2023-03-31	$14,769,675	377,066	0.0%	Shares	Sole	2023-04-13
2022-12-31	$9,603,871	377,066	0.0%	Shares	Sole	2023-01-17
2022-09-30	$13,638,477	377,066	0.0%	Shares	Sole	2022-10-14
2022-06-30	$15,595,449	377,066	+35.7%	Shares	Sole	2022-07-18
2022-03-31	$16,073,217	277,843	+48.6%	Shares	Sole	2022-04-19
2021-12-31	$15,020,264	186,982	+111.3%	Shares	Sole	2022-01-27
2021-09-30	$6,870,720	88,506	—	Shares	Sole	2021-10-19
No filing history on record for this holder in this stock.