Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$541,775
-$727,219 QoQ
Shares Held
16,706
-58.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 542 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$354,500
PutShares
10,000
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, 2026Lido Advisors, LLC holds $1,026,602,793 across 33 Software - Infrastructure names. IOT ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,004,948 | $747,885,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
266,639 | $90,929,230 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
542,479 | $63,291,024 | |
| 4 | ORCL |
Oracle Corp
|
279,865 | $41,014,214 | |
| 5 | FTNT |
Fortinet, Inc.
|
179,684 | $27,603,054 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
80,132 | $15,287,981 | |
| 7 | NET |
Cloudflare, Inc.
|
21,864 | $5,362,801 | |
| 8 | NTNX |
Nutanix, Inc.
|
85,035 | $4,333,383 |
All Filings in IOT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,775 | 16,706 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,268,994 | 40,044 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $354,500 | 10,000 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $1,755,129 | 49,510 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $556,515 | 14,940 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $372,500 | 10,000 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $400,942 | 10,079 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $397,800 | 10,000 | Put | Sole | 2025-08-13 | |
| 2025-03-31 | $383,376 | 10,002 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $1,400 | 10,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $436,900 | 10,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $567,970 | 13,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $577,440 | 12,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||