Position in FFIV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$236,681
-$16,139 QoQ
Shares Held
569
-33.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#613
of 825 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Portfolio Design Labs, LLC holds $35,292,404 across 9 Software - Infrastructure names. FFIV ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
49,926 | $18,623,396 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
28,708 | $5,477,055 | |
| 3 | PANW |
Palo Alto Networks Inc
|
12,693 | $4,328,566 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,689 | $2,413,785 | |
| 5 | ORCL |
Oracle Corp
|
14,192 | $2,079,837 | |
| 6 | SNPS |
Synopsys Inc
|
2,085 | $930,055 | |
| 7 | NTAP |
NetApp, Inc.
|
5,418 | $838,489 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,373 | $364,540 |
All Filings in FFIV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,681 | 569 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $252,820 | 859 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $318,725 | 1,197 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||