Position in GDDY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,800,135
+$1,520,211 QoQ
Shares Held
21,208
+840.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#231
of 622 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GDDY Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026L2 Asset Management, LLC holds $47,783,823 across 17 Software - Infrastructure names. GDDY ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
42,796 | $15,963,763 | |
| 2 | NTAP |
NetApp, Inc.
|
89,426 | $13,839,567 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
18,497 | $2,431,060 | |
| 4 | CPAY |
Corpay, Inc.
|
6,374 | $2,124,262 | |
| 5 | GDDY |
GoDaddy Inc.
This page
|
21,208 | $1,800,135 | |
| 6 | FFIV |
F5, Inc.
|
4,086 | $1,699,612 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
13,655 | $1,593,128 | |
| 8 | PANW |
Palo Alto Networks Inc
|
4,633 | $1,579,945 |
All Filings in GDDY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,800,135 | 21,208 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $279,924 | 2,256 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $229,737 | 1,679 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $1,050,852 | 13,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $749,771 | 10,021 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $918,321 | 12,956 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $841,467 | 12,097 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $316,134 | 3,777 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $679,505 | 7,814 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $679,640 | 8,756 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $838,458 | 10,108 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $886,873 | 11,674 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $298,306 | 4,068 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||