Position in IOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,942,299
+$902,839 QoQ
Shares Held
152,399
+19.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#129
of 542 holders
Holding Since
Mar 2024
10 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $2,541,232,489 across 28 Software - Infrastructure names. IOT ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,065,646 | $1,516,567,270 | |
| 2 | PANW |
Palo Alto Networks Inc
|
865,983 | $295,317,522 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,100,156 | $209,893,262 | |
| 4 | ORCL |
Oracle Corp
|
919,027 | $134,683,406 | |
| 5 | OKTA |
Okta, Inc.
|
567,805 | $77,476,992 | |
| 6 | FTNT |
Fortinet, Inc.
|
476,284 | $73,166,748 | |
| 7 | SNPS |
Synopsys Inc
|
104,198 | $46,479,601 | |
| 8 | NET |
Cloudflare, Inc.
|
181,336 | $44,478,094 |
All Filings in IOT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,942,299 | 152,399 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,039,460 | 127,468 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,112,165 | 228,834 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $7,394,907 | 198,521 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $8,755,021 | 220,086 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $7,206,308 | 188,007 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $8,440,645 | 193,194 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $2,043,415 | 42,465 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $758,991 | 22,522 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $424,117 | 11,223 | Shares | Sole | 2026-06-17 | |
| No filing history on record for this holder in this stock. | ||||||