Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,254,318
+$275,680 QoQ
Shares Held
100,349
+6.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#156
of 542 holders
Holding Since
Jun 2022
15 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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $1,199,315,529 across 61 Software - Infrastructure names. IOT ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,957,446 | $730,166,506 | |
| 2 | PANW |
Palo Alto Networks Inc
|
225,037 | $76,742,117 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
604,307 | $70,504,497 | |
| 4 | ORCL |
Oracle Corp
|
478,829 | $70,172,389 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
274,008 | $52,276,616 | |
| 6 | FTNT |
Fortinet, Inc.
|
174,517 | $26,809,301 | |
| 7 | SNPS |
Synopsys Inc
|
50,497 | $22,525,196 | |
| 8 | NET |
Cloudflare, Inc.
|
86,090 | $21,116,155 |
All Filings in IOT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,254,318 | 100,349 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,978,638 | 93,993 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,397,067 | 95,827 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,150,269 | 84,571 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,310,690 | 83,225 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,881,994 | 75,189 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,772,130 | 63,450 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,859,579 | 59,426 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,875,640 | 55,657 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,788,487 | 47,327 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $865,965 | 31,251 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $506,172 | 25,668 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $254,019 | 20,436 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $237,561 | 19,682 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $194,067 | 17,374 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||