Position in GDDY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$114,383,448
-$19,807,702 QoQ
Shares Held
1,383,615
+27.9% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in GDDY Over Time
Shares Held
Position Value (USD)
Derivatives in GDDY
reported options exposure · as of Jun 30, 2024CallValue
$8,662,020
CallShares
62,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $41,343,818,267 across 111 Software - Infrastructure names. GDDY ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
70,765,459 | $26,195,249,954 | |
| 2 | PANW |
Palo Alto Networks Inc
|
22,476,753 | $3,603,473,038 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,839,779 | $2,755,882,868 | |
| 4 | ORCL |
Oracle Corp
|
15,383,679 | $2,263,093,015 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,377,636 | $928,252,866 | |
| 6 | SNPS |
Synopsys Inc
|
1,386,817 | $549,845,200 | |
| 7 | CRWV |
CoreWeave, Inc.
|
5,652,129 | $437,870,431 | |
| 8 | NET |
Cloudflare, Inc.
|
2,067,683 | $426,645,705 |
All Filings in GDDY
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,383,448 | 1,383,615 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $134,191,150 | 1,081,489 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $150,520,384 | 1,100,054 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $203,800,367 | 1,131,847 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $191,579,246 | 1,063,502 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $233,330,218 | 1,182,197 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $213,814,680 | 1,363,788 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $260,488,452 | 1,864,494 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $8,662,020 | 62,000 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $201,229,176 | 1,695,561 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $185,057,259 | 1,743,192 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $17,845,496 | 168,100 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $114,385,338 | 1,535,786 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $124,570,421 | 1,658,065 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $247,929 | 3,300 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $175,689,553 | 2,260,545 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $147,150,734 | 1,966,730 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $246,282,268 | 3,474,637 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $243,703,317 | 3,503,498 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,370,000 | 100,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $352,884,135 | 4,216,059 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $20,506,500 | 245,000 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $366,999,809 | 4,324,768 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $22,258,778 | 262,300 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $28,029,258 | 330,300 | Call | Defined | 2022-02-08 | |
| 2021-09-30 | $116,654,100 | 1,673,660 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $1,394,000 | 20,000 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $112,130,047 | 1,289,444 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $99,020,297 | 1,275,706 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $93,272,046 | 1,124,437 | Shares | Defined | 2021-02-10 | |
| 2020-12-31 | $29,521,905 | 355,900 | Put | Defined | 2021-02-10 | |
| 2020-12-31 | $5,856,270 | 70,600 | Call | Defined | 2021-02-10 | |
| 2020-09-30 | $75,111,156 | 988,695 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $5,325,497 | 70,100 | Call | Defined | 2020-11-13 | |
| 2020-09-30 | $24,325,594 | 320,200 | Put | Defined | 2020-11-13 | |
| 2020-06-30 | $96,318,879 | 1,313,499 | Shares | Defined | 2020-08-14 | |
| 2020-06-30 | $953,290 | 13,000 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $953,290 | 13,000 | Put | Defined | 2020-08-14 | |
| 2020-03-31 | $67,716,352 | 1,185,718 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||