Position in FFIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,658,299
+$17,915,124 QoQ
Shares Held
76,109
+60.2% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#84
of 825 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LMR Partners LLP holds $388,992,803 across 39 Software - Infrastructure names. FFIV ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
135,304 | $45,448,613 | |
| 2 | MSFT |
Microsoft Corp
|
100,797 | $37,599,296 | |
| 3 | NET |
Cloudflare, Inc.
|
136,257 | $33,421,116 | |
| 4 | FFIV |
F5, Inc.
This page
|
76,109 | $31,658,299 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
155,332 | $29,635,015 | |
| 6 | PANW |
Palo Alto Networks Inc
|
70,975 | $24,203,894 | |
| 7 | FTNT |
Fortinet, Inc.
|
140,793 | $21,628,620 | |
| 8 | OKTA |
Okta, Inc.
|
156,716 | $21,383,898 |
All Filings in FFIV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,658,299 | 76,109 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,743,175 | 47,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,211,165 | 40,003 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $675,758 | 2,296 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $449,996 | 1,690 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $285,819 | 1,298 | Shares | Other | 2024-11-07 | |
| 2024-03-31 | $548,863 | 2,895 | Shares | Sole | 2024-05-15 | |
| 2022-03-31 | $205,397 | 983 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $4,931,370 | 26,419 | Shares | Sole | 2021-08-16 | |
| 2020-09-30 | $936,489 | 7,628 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,107,471 | 7,940 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||