Position in IOT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,381,549
+$4,154,474 QoQ
Shares Held
998,506
+12.1% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#57
of 542 holders
Holding Since
Mar 2026
2 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, 2026USS Investment Management Ltd holds $1,103,187,004 across 29 Software - Infrastructure names. IOT ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,810,982 | $675,532,505 | |
| 2 | NET |
Cloudflare, Inc.
|
330,566 | $81,081,228 | |
| 3 | PANW |
Palo Alto Networks Inc
|
179,045 | $61,057,925 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
379,094 | $44,228,896 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
230,216 | $43,921,759 | |
| 6 | ORCL |
Oracle Corp
|
281,622 | $41,271,704 | |
| 7 | IOT |
Samsara Inc.
This page
|
998,506 | $32,381,549 | |
| 8 | FTNT |
Fortinet, Inc.
|
163,973 | $25,189,532 |
All Filings in IOT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,381,549 | 998,506 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $28,227,075 | 890,725 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||