Position in GCT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,001,526
-$8,055,994 QoQ
Shares Held
759,542
+7.5% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 220 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,791,875,778 across 147 Software - Infrastructure names. GCT ranks #66 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in GCT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,001,526 | 759,542 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $32,057,520 | 706,424 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $24,641,758 | 627,336 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $17,621,915 | 620,490 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $12,477,322 | 630,805 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,213,138 | 578,390 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,654,592 | 575,302 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,261,941 | 577,108 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,205,152 | 302,602 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $556,631 | 20,832 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $381,121 | 20,832 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $183,529 | 20,832 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $121,362 | 17,953 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $113,103 | 17,953 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $102,152 | 17,953 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||