Position in IOT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$103,239,347
+$11,806,219 QoQ
Shares Held
3,183,452
+10.3% QoQ
Ownership
0.546%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#20
of 542 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $8,905,726,716 across 43 Software - Infrastructure names. IOT ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,417,667 | $5,005,058,143 | |
| 2 | FTNT |
Fortinet, Inc.
|
6,782,111 | $1,041,867,889 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,535,452 | $674,511,209 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,344,016 | $458,336,334 | |
| 5 | TWLO |
Twilio Inc
|
1,271,006 | $262,246,666 | |
| 6 | SNPS |
Synopsys Inc
|
509,708 | $227,365,446 | |
| 7 | NTNX |
Nutanix, Inc.
|
3,520,879 | $179,423,993 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
1,170,595 | $153,851,299 |
All Filings in IOT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,239,347 | 3,183,452 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $91,433,128 | 2,885,236 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $87,463,372 | 2,467,232 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $77,386,166 | 2,077,481 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $903,722 | 22,718 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $769,398 | 20,073 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $705,899 | 16,157 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $695,044 | 14,444 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $486,762 | 14,444 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $302,131 | 7,995 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||