Position in FFIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,598,086
+$1,255,595 QoQ
Shares Held
6,246
+34.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#303
of 825 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026&PARTNERS holds $845,354,774 across 38 Software - Infrastructure names. FFIV ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,521,203 | $567,439,143 | |
| 2 | PANW |
Palo Alto Networks Inc
|
213,317 | $72,745,363 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
450,237 | $52,529,150 | |
| 4 | ORCL |
Oracle Corp
|
357,315 | $52,364,513 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
252,612 | $48,194,580 | |
| 6 | NET |
Cloudflare, Inc.
|
32,877 | $8,064,070 | |
| 7 | SNPS |
Synopsys Inc
|
14,965 | $6,675,437 | |
| 8 | FTNT |
Fortinet, Inc.
|
34,371 | $5,280,073 |
All Filings in FFIV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,598,086 | 6,246 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,342,491 | 4,640 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,201,508 | 4,707 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,018,371 | 3,151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $924,164 | 3,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $736,769 | 2,767 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $776,036 | 3,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $688,785 | 3,128 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||