Focused Wealth Management, Inc
Position in DOCN — DigitalOcean Holdings, Inc.
CIK 1586052
Newburgh, NY
Position in DOCN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$226,594
-$48,406 QoQ
Shares Held
1,443
-82.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#415
of 564 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Derivatives in DOCN
reported options exposure · as of Sep 30, 2024CallValue
$258,496
CallShares
6,400
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 Jun 30, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. DOCN ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in DOCN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,594 | 1,443 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $275,000 | 8,236 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $286,392 | 8,406 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $344,243 | 8,523 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $258,496 | 6,400 | Call | Sole | 2024-10-30 | |
| 2024-06-30 | $307,641 | 8,853 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $173,750 | 5,000 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $76,360 | 2,000 | Call | Sole | 2024-05-08 | |
| 2024-03-31 | $345,070 | 9,038 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $331,604 | 9,038 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $223,791 | 9,313 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $380,848 | 9,488 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $390,250 | 9,963 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $249,300 | 9,788 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $329,978 | 9,123 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $393,871 | 9,523 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $481,774 | 8,328 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $615,568 | 7,663 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $574,462 | 7,400 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $92,557 | 1,665 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||