Position in GCT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,360,083
-$5,320,698 QoQ
Shares Held
29,971
-82.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Empowered Funds, LLC holds $562,976,819 across 52 Software - Infrastructure names. GCT ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
806,973 | $298,717,187 | |
| 2 | PANW |
Palo Alto Networks Inc
|
221,478 | $35,507,348 | |
| 3 | ORCL |
Oracle Corp
|
214,147 | $31,503,157 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
205,588 | $30,073,410 | |
| 5 | NTAP |
NetApp, Inc.
|
162,140 | $16,601,509 | |
| 6 | TWLO |
Twilio Inc
|
115,352 | $14,513,584 | |
| 7 | OKTA |
Okta, Inc.
|
167,701 | $13,199,742 | |
| 8 | FTNT |
Fortinet, Inc.
|
157,306 | $12,855,039 |
All Filings in GCT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360,083 | 29,971 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,680,781 | 170,081 | Shares | Other | 2026-02-18 | |
| 2025-09-30 | $4,642,974 | 163,485 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,994,689 | 201,956 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,824,848 | 198,933 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $3,609,529 | 194,899 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $4,262,560 | 185,490 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $5,357,266 | 176,110 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $4,368,987 | 163,510 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,766,789 | 151,232 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||