Position in IOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$147,764,245
+$59,206,954 QoQ
Shares Held
4,556,406
+63.0% QoQ
Ownership
0.782%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#17
of 542 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$81,075
PutShares
2,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UBS Group AG holds $26,509,560,690 across 166 Software - Infrastructure names. IOT ranks #17 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,883,844 | $13,385,391,482 | |
| 2 | PANW |
Palo Alto Networks Inc
|
6,758,096 | $2,304,645,894 | |
| 3 | ORCL |
Oracle Corp
|
13,398,656 | $1,963,573,031 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,887,992 | $1,314,125,550 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,236,258 | $1,077,594,217 | |
| 6 | SNPS |
Synopsys Inc
|
2,399,508 | $1,070,348,530 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,172,422 | $487,347,465 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,465,874 | $444,533,095 |
All Filings in IOT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,764,245 | 4,556,406 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $81,075 | 2,500 | Put | Defined | 2026-08-13 | |
| 2026-03-31 | $361,266 | 11,400 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $88,557,291 | 2,794,487 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $11,967,920 | 337,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $44,212,670 | 1,247,184 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $55,580,052 | 1,492,082 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,750,750 | 47,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $150,607,954 | 3,786,022 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $1,690,650 | 42,500 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $15,332 | 400 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $163,848,829 | 4,274,689 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $80,880,368 | 1,851,233 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,544,279 | 343,813 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,360,407 | 277,757 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,035,740 | 186,180 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,044,222 | 91,199 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $229,789 | 9,115 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,747,278 | 99,144 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $533,484 | 27,053 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $249,146 | 20,044 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $240,614 | 19,935 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $53,928 | 4,828 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $978,822 | 61,100 | Call | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||