Position in FRSH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$107,929
+$23,623 QoQ
Shares Held
10,665
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 340 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRSH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $188,357,886 across 35 Software - Application names. FRSH ranks #32 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
283,141 | $44,356,868 | |
| 2 | SNOW |
Snowflake Inc.
|
114,212 | $29,066,954 | |
| 3 | NOW |
ServiceNow, Inc.
|
267,340 | $26,541,514 | |
| 4 | UBER |
Uber Technologies, Inc
|
228,189 | $16,466,116 | |
| 5 | SHOP |
Shopify Inc.
|
86,291 | $9,852,706 | |
| 6 | ADP |
Automatic Data Processing Inc
|
40,364 | $9,039,516 | |
| 7 | INTU |
Intuit Inc.
|
31,525 | $8,228,025 | |
| 8 | ADBE |
Adobe Inc.
|
32,145 | $6,590,366 |
All Filings in FRSH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,929 | 10,665 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $84,306 | 10,499 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $127,473 | 10,406 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $244,839 | 20,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $156,599 | 10,503 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||