Position in IOT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,231,714
-$2,089,447 QoQ
Shares Held
99,652
-30.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#160
of 542 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AGF MANAGEMENT LTD holds $600,508,940 across 18 Software - Infrastructure names. IOT ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
640,577 | $238,948,030 | |
| 2 | CRWV |
CoreWeave, Inc.
|
1,617,808 | $161,036,608 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
730,843 | $85,267,452 | |
| 4 | PANW |
Palo Alto Networks Inc
|
176,462 | $60,177,070 | |
| 5 | ORCL |
Oracle Corp
|
98,342 | $14,412,019 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
49,383 | $7,754,612 | |
| 7 | OKTA |
Okta, Inc.
|
33,386 | $4,555,518 | |
| 8 | FFIV |
F5, Inc.
|
8,826 | $3,671,261 |
All Filings in IOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,231,714 | 99,652 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $5,321,161 | 142,850 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,881,557 | 424,373 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,300,339 | 399,174 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,790,744 | 361,427 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,434,845 | 299,976 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,340,318 | 188,140 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,241,735 | 191,631 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,449,883 | 193,226 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||