Position in GCT
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,619,469
+$2,407,436 QoQ
Shares Held
57,723
+969.3% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GCT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $104,371,396 across 24 Software - Infrastructure names. GCT ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
184,681 | $68,363,365 | |
| 2 | ORCL |
Oracle Corp
|
69,484 | $10,221,791 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
40,940 | $5,988,703 | |
| 4 | PANW |
Palo Alto Networks Inc
|
17,417 | $2,792,293 | |
| 5 | GCT |
GigaCloud Technology Inc
This page
|
57,723 | $2,619,469 | |
| 6 | TWLO |
Twilio Inc
|
19,666 | $2,474,376 | |
| 7 | CRWV |
CoreWeave, Inc.
|
27,899 | $2,161,335 | |
| 8 | NTCT |
Netscout Systems Inc
|
53,064 | $1,686,904 |
All Filings in GCT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,619,469 | 57,723 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $212,033 | 5,398 | Shares | Sole | 2026-01-23 | |
| 2024-03-31 | $230,647 | 8,632 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $294,567 | 16,101 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||