Position in DOX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,968,408
-$502,363 QoQ
Shares Held
197,238
+22.9% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 445 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in DOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. DOX ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,760,740 | $4,013,971,234 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,004,376 | $583,860,547 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,707,431 | $582,268,119 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,959,528 | $564,633,549 | |
| 5 | ORCL |
Oracle Corp
|
2,689,269 | $394,112,371 | |
| 6 | CRWV |
CoreWeave, Inc.
|
981,268 | $97,675,416 | |
| 7 | FTNT |
Fortinet, Inc.
|
562,344 | $86,387,285 | |
| 8 | NET |
Cloudflare, Inc.
|
249,090 | $61,096,795 |
All Filings in DOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,968,408 | 197,238 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,470,771 | 160,447 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,155,355 | 113,717 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,584,260 | 116,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,025,950 | 164,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,841,381 | 129,414 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,473,497 | 123,015 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,578,988 | 98,068 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,261,823 | 92,015 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,403,618 | 70,860 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,965,885 | 67,879 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,242,013 | 62,043 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,107,678 | 51,671 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,964,502 | 41,284 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,551,735 | 39,073 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,679,329 | 46,310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,384,355 | 52,627 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,079,671 | 49,625 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,431,339 | 45,849 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,023,176 | 39,931 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,617,088 | 33,830 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,238,346 | 31,908 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,434,388 | 34,321 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,136,488 | 19,796 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,216,565 | 19,983 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $794,261 | 14,449 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||