Davis Capital Management

Position in INFY — Infosys Ltd

CIK 1811806 JACKSONVILLE, FL

Position in INFY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$275,761

-$122,621 QoQ

Shares Held

26,288

-10.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#261

of 428 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davis Capital Management holds $1,288,278 across 17 Information Technology Services names. INFY ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	G	Genpact LTD	34,300	$943,250
2	INFY	Infosys Ltd This page	26,288	$275,761
3	IBM	International Business Machines Corp	173	$48,649
4	ACN	Accenture plc	119	$14,808
5	FIS	Fidelity National Information Services, Inc.	78	$3,032
6	BR	Broadridge Financial Solutions, Inc.	7	$958
7	CTSH	Cognizant Technology Solutions Corp	9	$348
8	CDW	CDW Corp	2	$281

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,761	26,288	-10.9%	Shares	Sole	2026-07-16
2026-03-31	$398,382	29,488	-8.9%	Shares	Sole	2026-04-16
2025-12-31	$576,975	32,378	-12.7%	Shares	Sole	2026-01-28
2025-09-30	$603,340	37,083	0.0%	Shares	Sole	2025-10-21
2025-03-31	$676,764	37,083	-0.9%	Shares	Sole	2025-04-11
2024-12-31	$819,873	37,403	-1.4%	Shares	Sole	2025-01-17
2024-09-30	$844,656	37,928	0.0%	Shares	Sole	2024-10-01
2024-06-30	$706,219	37,928	-3.5%	Shares	Sole	2024-07-02
2024-03-31	$705,079	39,324	-4.3%	Shares	Sole	2024-04-05
2023-12-31	$755,638	41,112	-36.4%	Shares	Sole	2024-02-14
2020-06-30	$624,007	64,597	-1.1%	Shares	Sole	2020-07-29
2020-03-31	$536,301	65,323	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.