Position in FOUR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,576
-$5,085 QoQ
Shares Held
238
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#304
of 356 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Truvestments Capital LLC holds $24,214,650 across 42 Software - Infrastructure names. FOUR ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,694 | $6,600,215 | |
| 2 | TWLO |
Twilio Inc
|
21,616 | $4,460,029 | |
| 3 | ORCL |
Oracle Corp
|
17,998 | $2,637,606 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,089 | $2,417,490 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
15,950 | $1,860,886 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,400 | $1,793,379 | |
| 7 | OKTA |
Okta, Inc.
|
7,444 | $1,015,733 | |
| 8 | NET |
Cloudflare, Inc.
|
3,863 | $947,516 |
All Filings in FOUR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,576 | 238 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,661 | 381 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,444 | 547 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,362 | 599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,568 | 934 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $88,410 | 1,082 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $411,695 | 3,967 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $334,110 | 3,771 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $247,776 | 3,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $179,115 | 2,711 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||