Concurrent Investment Advisors, LLC
Position in DOCN — DigitalOcean Holdings, Inc.
CIK 2001015
Tampa, FL
Position in DOCN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,120,094
+$168,365 QoQ
Shares Held
7,133
-35.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#278
of 564 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Concurrent Investment Advisors, LLC holds $356,647,636 across 32 Software - Infrastructure names. DOCN ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,821 | $240,531,128 | |
| 2 | PANW |
Palo Alto Networks Inc
|
77,696 | $26,495,889 | |
| 3 | ORCL |
Oracle Corp
|
174,482 | $25,570,336 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
201,740 | $23,537,005 | |
| 5 | CORZ |
Core Scientific, Inc./tx
|
401,348 | $10,270,495 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
146,136 | $6,970,138 | |
| 7 | TWLO |
Twilio Inc
|
16,595 | $3,424,046 | |
| 8 | FTNT |
Fortinet, Inc.
|
21,315 | $3,274,409 |
All Filings in DOCN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,094 | 7,133 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $951,729 | 11,095 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,090,302 | 22,658 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $310,958 | 9,103 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $234,192 | 8,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $264,649 | 7,926 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||