Position in DOCN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,883,410
+$3,049,044 QoQ
Shares Held
43,835
-1.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#148
of 564 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH EFFECTS LLC holds $20,742,864 across 10 Software - Infrastructure names. DOCN ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
This page
|
43,835 | $6,883,410 | |
| 2 | MSFT |
Microsoft Corp
|
17,183 | $6,409,602 | |
| 3 | RBRK |
Rubrik, Inc.
|
44,197 | $3,548,135 | |
| 4 | ORCL |
Oracle Corp
|
6,005 | $880,032 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,784 | $721,930 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,878 | $640,435 | |
| 7 | S |
SentinelOne, Inc.
|
37,650 | $638,920 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,329 | $505,064 |
All Filings in DOCN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,883,410 | 43,835 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,834,366 | 44,700 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,177,430 | 45,250 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,550,864 | 45,400 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,240,932 | 43,450 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,596,042 | 47,800 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,672,837 | 49,100 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,055,851 | 50,900 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,765,300 | 50,800 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,834,549 | 48,050 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,701,131 | 46,365 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $854,146 | 35,545 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,114,085 | 27,755 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,068,557 | 27,280 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $662,347 | 26,005 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,072,621 | 29,655 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $816,363 | 19,738 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $795,032 | 13,743 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $320,356 | 3,988 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||