O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in GCT — GigaCloud Technology Inc
CIK 1423442
Stamford, CT
Position in GCT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,223,198
+$2,172,154 QoQ
Shares Held
93,063
+78.2% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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 Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $739,743,421 across 35 Software - Infrastructure names. GCT ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,315,133 | $486,822,782 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
418,408 | $61,204,722 | |
| 3 | ORCL |
Oracle Corp
|
350,425 | $51,551,021 | |
| 4 | TWLO |
Twilio Inc
|
210,031 | $26,426,099 | |
| 5 | PANW |
Palo Alto Networks Inc
|
148,939 | $23,877,900 | |
| 6 | VRSN |
Verisign Inc/Ca
|
83,374 | $20,706,766 | |
| 7 | FTNT |
Fortinet, Inc.
|
128,175 | $10,474,461 | |
| 8 | SNPS |
Synopsys Inc
|
24,541 | $9,730,015 |
All Filings in GCT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,223,198 | 93,063 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,051,044 | 52,216 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,005,473 | 35,404 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $291,849 | 9,594 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $587,011 | 21,969 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $892,119 | 48,763 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||