Position in FFIV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,600,965
+$1,351,714 QoQ
Shares Held
8,657
+11.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
of 825 holders
Holding Since
Mar 2020
26 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, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $779,773,504 across 25 Software - Infrastructure names. FFIV ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,415,755 | $528,104,930 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
426,114 | $49,714,720 | |
| 3 | ORCL |
Oracle Corp
|
319,909 | $46,882,663 | |
| 4 | PANW |
Palo Alto Networks Inc
|
116,563 | $39,750,314 | |
| 5 | FTNT |
Fortinet, Inc.
|
187,674 | $28,830,479 | |
| 6 | SNPS |
Synopsys Inc
|
57,110 | $25,475,057 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
246,740 | $11,768,572 | |
| 8 | NET |
Cloudflare, Inc.
|
30,991 | $7,601,472 |
All Filings in FFIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,600,965 | 8,657 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,249,251 | 7,774 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,974,180 | 7,734 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,387,081 | 7,386 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,161,486 | 7,344 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,069,982 | 7,774 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,905,388 | 7,577 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,630,360 | 7,404 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,118,633 | 6,495 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,178,491 | 6,216 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,090,346 | 6,092 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $805,377 | 4,998 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $733,055 | 5,012 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $724,224 | 4,971 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $702,050 | 4,892 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $699,335 | 4,832 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $733,673 | 4,794 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $790,248 | 3,782 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $925,493 | 3,782 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $758,146 | 3,814 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $716,774 | 3,840 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $805,064 | 3,859 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $670,155 | 3,809 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $463,211 | 3,773 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $519,841 | 3,727 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $389,732 | 3,655 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||