Position in DOCN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$101,881,064
+$94,709,856 QoQ
Shares Held
648,800
+676.1% QoQ
Ownership
0.552%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#35
of 564 holders
Holding Since
Sep 2021
3 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, 20261832 Asset Management L.P. holds $3,686,503,450 across 15 Software - Infrastructure names. DOCN ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,586,763 | $2,456,994,334 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
1,311,636 | $250,240,474 | |
| 3 | ORCL |
Oracle Corp
|
1,612,948 | $236,377,529 | |
| 4 | PANW |
Palo Alto Networks Inc
|
567,729 | $193,606,943 | |
| 5 | TWLO |
Twilio Inc
|
555,500 | $114,616,315 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
This page
|
648,800 | $101,881,064 | |
| 7 | MDB |
MongoDB, Inc.
|
269,300 | $90,457,870 | |
| 8 | FTNT |
Fortinet, Inc.
|
451,637 | $69,380,475 |
All Filings in DOCN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,881,064 | 648,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,171,208 | 83,600 | Shares | Sole | 2026-05-14 | |
| 2021-09-30 | $63,749,756 | 821,200 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||