Position in DOCN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,941,801
-$2,969,567 QoQ
Shares Held
22,637
-84.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TWINBEECH CAPITAL LP holds $41,773,971 across 21 Software - Infrastructure names. DOCN ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEN |
Gen Digital Inc.
|
422,102 | $7,948,180 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,800 | $7,730,118 | |
| 3 | IOT |
Samsara Inc.
|
134,645 | $4,266,900 | |
| 4 | WIX |
Wix.com Ltd.
|
42,200 | $3,800,954 | |
| 5 | DBX |
Dropbox, Inc.
|
158,132 | $3,592,759 | |
| 6 | MSFT |
Microsoft Corp
|
7,260 | $2,687,434 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
This page
|
22,637 | $1,941,801 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
108,667 | $1,838,645 |
All Filings in DOCN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,941,801 | 22,637 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,911,368 | 147,091 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $398,244 | 11,689 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $6,194,361 | 178,255 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,134,272 | 82,092 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $4,545,092 | 113,231 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $7,004,606 | 275,014 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $691,605 | 8,909 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||